Individual Investors General Investing

General Investing

Beat the Buzzer for Taxes and IRA Contributions

Beat the Buzzer for Taxes and IRA Contributions

Each spring, the end of March means the clock is ticking and it’s time to check your bracket—your tax bracket. Why the rush? The...
Feeling Lucky? Don't Chance It with Your Investments

Feeling Lucky? Don’t Chance It with Your Investments

If the recent rally has you feeling lucky about jumping in or out of the markets, this may cost your portfolio. No one knows...
Active or Passive Funds - Who Wins?

Active or Passive Funds – Who Wins?

A passive (index) mutual fund closely follows an index, such as the S&P 500® Index, without much variation in underlying investments. In an active...
Dow Breaks 20,000. Time to Act?

Dow Breaks 20,000. Time to Act?

Milestones attract attention. It’s in our nature to notice remarkable occasions, such as an important birthday or a team’s winning streak. If you’ve been...
Resolve to Take Control of Your Finances in 2017

Resolutions for 2017—Take Control of Your Finances

Looking back, 2016 gave us plenty of market shocks, such as China’s surprise currency devaluation and slowdown in growth, UK’s Brexit vote and the...
9 Tax Tasks To Dos Before December Ends

9 Tax Tasks to Do Before December Ends

Tax day may be four months away, but taking care of a few things this month can put things in order before your 2016...
Breaking Down Passive and Active Investing

Breaking Down Passive and Active Investing

As a consumer, you want to feel confident in the choices you make. When it comes to investing, it’s important to understand your options....
FOMC: What It is and What It Means to You

FOMC: What It is and What It Means to You

The U.S. Federal Reserve’s monetary policy has far-reaching effects—with its responsibility for setting short-term U.S. interest rates, it has the power to affect transactions...
Holiday Spending Got You Feeling Scrooged?

Holiday Spending Got You Feeling Scrooged?

Holiday cards have been addressed. Wrapping paper and frilly bows are at the ready. You can almost hear the strains of “It’s the most...
Elections Expectations: Will the Economy Factor In?

Election Expectations: Will the Economy Factor In?

With the last 2016 presidential debate behind us, voters will soon weigh a variety of issues in deciding how they cast their ballots. It’s...

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