Individual Investors

Individual Investors

Newly Engaged? Marry Your Finances When You Say 'I Do'

Newly Engaged? Marry Your Finances When You Say ‘I Do’

Ah, it's Valentine’s Day and romance is in the air. Sweethearts everywhere will mark the day with long-stemmed roses or chocolate covered strawberries. But...
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...
The Importance of the Glide Path in a Target-Date Investment

The Importance of the Glide Path in a Target-Date Investment

Part 2 Selecting a Target-Date Investment In part one of this series, we discussed how a target-date investment works and why it’s important to understand the...
Check Your Target-Date Fund Approach - Part 1

Selecting a Target-Date Investment? Check the Approach

Part 1 Selecting a Target-Date Investment Investors often look to target-date investments for retirement—and for good reason. They offer a convenient way to invest, professional money...
#WhyI529: Putting Your Money to Work for You

#WhyI529: Putting Your Money to Work for You

Chris Goodwin, from Kansas City, MO, shares his story: When did you start saving? Believe it or not, I opened college saving accounts for my kids...

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