Don’t Forget the Tried-and-True Value of Compounding Interest
If you forgot what compounding interest was, let’s refresh. Compounding interest is the process by which the interest earned on an investment is [...]
What You Need to Know About the State of the Crypto Industry
2022 was a reckoning for the crypto industry. Cryptocurrencies deemed stable collapsed while proof of overly risky, shady, and even fraudulent practices emerged [...]
2 Reasons the Generic 60/40 Portfolio Fails
Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% [...]
What You Need to Know about Index Funds and Mutual Funds
On their surfaces, index funds and mutual funds may seem interchangeable. Both offer diversification of assets and are commonly invested in a basket [...]
The Value of Opening a Roth IRA at the End of the Year
These days, retirement planning will likely involve Individual Retirement Accounts in one way or another. Whether you’re looking to roll over a 401(k), [...]
Can You Turn Investment Losses into Tax Gains?
When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. [...]
Does the 4% Rule Really Work?
During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But [...]
Rediscover the Value of Yields in Tough Markets
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the [...]
5 Unique Risks for the Affluent Investor
You may think that as a high net worth individual, or even a millionaire next door, you may have an easy road ahead [...]
What Volatility Truly Means
Nowadays, the word “volatility” seems thrown around more than ever. Usually, when it comes to financial talk, “volatility” is used to describe a [...]
