Investors learning how to invest in the stock market might ask when to invest. Knowing when to invest, however, isn’t as important as how long you stay invested. Riding it out Trying to navigate the peaks and valleys of market returns, investors seem to naturally want...

Time for a 2025 update on Tax Cuts and Jobs Act (TCJA) of 2017. This is the tax code that is set to expire on December 31, 2025. Should Congress do nothing, TCJA will revert back to the previous (higher) tax code. There is no consensus on what will happen in...

One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire comfortably?” This calculation has many moving parts but I thought today we could give you this chart with some general rules of...

A health savings account (HSA) may be the best tax-beneficial tool you can use. Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it! Tax advantages include: Tax-free or tax-deductible contributions Tax-deferred earnings in...

Stock market jitters, triggered by tariffs and recent breakthroughs in artificial intelligence (AI) by a Chinese tech company, offer a stark reminder that even the strongest bull markets can stumble — particularly when certain stocks are priced to perfection. The...

With talk of tariffs and trade wars commanding front-page headlines all week, it’s important for investors to pause, take a breath and evaluate the events through a long-term lens. What are the actual, lasting impacts of tariffs on the United States and other...

Following last year’s U.S. election, uncertainty over the industry’s regulatory outlook sparked a slump in health care stocks, further pressuring a sector that had lagged throughout the year. But following the sell-off, many companies are trading at attractive...

Imagine going back in time to New Year’s Day 2020 and learning in advance about the biggest events over the next five years. The COVID-19 pandemic. A steep bear market. Inflation above 9%. Wars in Ukraine and the Middle East. A trade war with China. Political...

Excitement over the transformative potential of AI remains sky high, as does investment in the technology. Tech giants Amazon, Alphabet, Meta and Microsoft are expected to collectively spend $500 billion over the next three years in a race for dominance. The...

Planning for retirement can be overwhelming. There are factors that are out of your control, such as market returns and regulatory reforms. There are factors over which you have some control, including longevity due to how you manage your health and how long you work....