Category: Blog
9 charts every investor should see
<p>Whether you're a long-term investor trying to understand market moves or are concerned about your portfolio, here are 9 charts every investor needs to see.</p>
The tricky math of retiring into a downturn
<p>Market declines during the first five years of retirement can have a significant effect on a financial portfolio, but remaining flexible can mitigate the damage.</p>
Your tax advisor’s guide to the Inflation Reduction Act
<p>The dramatic history of the Inflation Reduction Act is known – now we have to understand and live with the practical results.</p>
How to use a Roth IRA to avoid paying estate taxes
<p>Smart estate planning will minimize the tax bill that your heirs pay when you die, and a Roth IRA is one of the most effective tools for that purpose.</p>
Why it is too early to say the world economy is in recession
<p>The US economy contracted for the second quarter in a row. This would count as a recession by one rule of thumb, but it does not pass the smell test.</p>
How to protect your financial wellness from market volatility
<p>The easiest way to deal with a frothy market is to have a strategy in place that anticipates the unpredictability of ups and downs. Here are a few methods that help.</p>
Reasons to be optimistic about the economy and the environment
<p>What's the point of saving for the long run if there isn’t going to be one? Larry Siegel objects it will be a great time to be alive. Here's why.</p>
4 strategies for managing volatility
<p>Volatility can be managed. Steve Tuttle shares 4 investment strategies to manage volatility: reducing, navigating, harnessing, and monetizing.</p>
3 ways to keep your emotions in check while building your wealth
<p>The most common money mistakes people make aren't due to an inability to handle their finances. The real trouble? Keeping emotions in check.</p>
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