At its March 15-16, 2022, Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, … [Read more...]
Evidence-Based Investing in Brief
How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean? What is Evidence-Based … [Read more...]
Trying to Predict the Market? Flip a Coin
There is no reliable way to predict top performers in the stock market. Research shows this. We know that broad diversification helps reduce unnecessary risk associated with exposure to a single … [Read more...]
Key Considerations for 529 Plan Investments
College can be expensive. Tuition costs have increased steadily over the past 30 years. Housing, transportation, food, books, and other education-related fees can add thousands to an already steep … [Read more...]
Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get … [Read more...]
Protecting What’s Yours (After You Pass)
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many … [Read more...]
Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It
In our last piece, we covered the recent uptick in inflation, and what to make of it in a historical context. For investors, it’s important to take a step back and look at the big picture before … [Read more...]
Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do … [Read more...]
Is Converting Your Traditional IRA or 401(k) to a Roth IRA Right for You?
A Roth IRA conversion refers to moving part or all of a traditional IRA or 401(k) to a Roth IRA. It may also be possible to convert a traditional 401(k) to a Roth 401(k), depending on plan design. At … [Read more...]
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