Category: Stocks & Bonds

As interest rates have risen, so have yields on ‘safer’ investment options, such as bank deposits and ultra-short-term Treasuries (T-bills). An investor can easily…

So, you have a large position in a single stock. This stock represents 10%, 20%, or even more of your investment portfolio. Maybe you…

We are seeing a number of investors turn to fear and panic to take the wheel, guiding investors toward decisions that might not be…

You may be familiar with the concept of asset location. It’s a tax planning strategy that can help you optimize your investment portfolio’s tax…

As a homeowner, one of the most significant financial decisions you’ll make is whether or not to pay off your mortgage in advance. This…

Where should you save your money first? Should you prioritize funding an emergency fund or paying off high-yield debt? Should you max out your…

Each year, the biggest firms on Wall St. issue their S&P 500 price target within their Market Outlook. These annual reports are super compelling….

Despite the robust post-COVID recovery, economic components throughout the U.S. have experienced significant softening this year. Inflation is primarily to blame. Household savings rates…

Stock markets staged a massive rally last week on the news that inflation figures softened during October. The S&P 500 was up 5.9%, and…