In the current market environment, the value of your holdings may be fluctuating widely — and it’s natural to feel tentative about further investment. Continue reading
The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end.
If you are losing sleep over volatility driven by a cascade of disheartening news, it may help to remember that the stock market is historically cyclical. Continue reading
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. Continue reading
Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer who offers this option, Roth contributions could play an important role in maximizing your retirement income.
The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Continue reading
Income limits, tax deductible amounts and retirement funding limits are typically adjusted each year. Find out what changes are in store for 2020 retirement plan contributions.
Investing costs can be a key factor in your net return. To minimize those costs, you need to understand how mutual funds assess fees and expenses. Continue reading
On May 13, 2019, escalating trade tensions between the United States and China sparked a worldwide stock sell-off that wiped out more than $1 trillion in global equity values.1 Continue reading
A common question when planning retirement funds is “Should I start a Roth IRA or a Traditional IRA?” Your personal goals and circumstances will determine which type of IRA is right for you. Continue reading