Investing In Uncertain Times
The presidential election results are in, but uncertainties remain. How do we move forward when we are unsure of what lies ahead?
Lump-Sum Investing vs. Dollar-Cost Averaging - Which Should You Choose?
When you have new cash, should you invest it in your portfolio all at once, or over time? Here's our guide to the benefits and drawbacks of each approach.
Young Investors Meet Maximum Growth
To parents of young adult children: if you’re wondering what’s the best way to offer a young adult a way forward in life it’s hard to imagine more bang-for-buck than a Roth IRA.
Get a Checkbook For Your IRA
Looking to save on your tax bill, while fulfilling your charitable goals? If you're over age 72 and have an IRA, a Qualified Charitable Distribution may be a good option, even if you don't itemize your taxes.
Presidential Elections & The Stock Market: Is There a Correlation?
Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.
Medicare Open Enrollment Begins Oct. 15th. What Does That Mean For Me?
Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.