If you’re looking for some light, late summer reading, this article on annual reports may not be for you. But if you want to keep a...
Investing
Buying Individual Stocks is a Dangerous Game
Buying individual stocks may be the most tempting thing investors do when it comes to their investments. This temptation increases...
Now May Be The Right Time For Tax-Loss Selling
What is Tax-Loss Selling? Taxes were recently due, and you may still be reeling from the sting of paying heavily due to significant...
Is This The Right Business To Invest In?
Have you ever been approached by someone who said, "Do I have a deal for you!" Perhaps you've been approached by a friend, family...
The World’s Volatile, But it’s No Time to Panic
It's been a rough ride. The Dow and Nasdaq fall and rise double digits daily, inflation climbed by 7.9% through February, and filling...
Year End Capital Gain Distributions
How Capital Gain Distributions Work Mutual funds are required by law to make regular capital gain distributions to their...
3 Actions That Help You Reap Big Rewards on Your 401(k)
Participating and contributing to a 401(k) plan at work provides you with a significant advantage over someone who is not eligible to...
Record GDP Growth Rate Announced
On Thursday, October 29, the Commerce Department announced the highest GDP growth increase ever. The U.S. Gross Domestic Product...
Why is the Stock Market Doing So Well? Or is it?
One of the more puzzling things that investors have had to digest this year is why the stock market continues to do so well despite...
Mutual Fund Investors Could Face Unpleasant Surprise
History is still being written about the pandemic and its fallout, but whatever happens in the next few months, 2020 will go down as...
Cash is King
"Now you know why we always want a certain allocation to cash in your portfolio." This is the phrase advisors wish to say to clients...
Separating Fact from Opinion
Is the price of oil headed to a negative $100 a barrel? Are stocks going to hit new highs early next year? These are headlines that...