• Winning by Losing: Year-End Dividends and Tax-Loss Harvesting

    As we near the end of 2022, the S&P 500 is down around 15% on the year, and the other major indexes are also underwater, to one degree or another. Despite that, however, ’tis still the season for taxable dividends and capital gains to show up in your mutual fund account—and on your tax return.

  • Medicare: Understanding Your Choices

    One of the most important decisions most retirees will make is what to do about Medicare. Maybe a good place to start is by asking: What is Medicare?

  • How Investing Prepares You for Life—And Vice Versa

    Your approach to finance and investing is as unique as you are. That’s why it's important to have the right emotional attitudes about money and investing.

  • Inflation Impacts

    The inflation rate soap opera currently playing out in the world economy matters for your investments in several ways. Let's take a look.

  • Short-Term Nonsense

    The most productive way to invest for the long term is to turn off the news and stop doing what is really difficult for all of us: trying to figure out what today’s news means for tomorrow’s (or next week’s) markets.

  • Five Lifelong Financial Lessons You Can Teach Your Grandkids

    Grandparents have a unique opportunity to impart financial life lessons to grandchildren. Here are a few basic “facts of financial life” that you can share with your grandkids.

  • Men and Retirement: It’s Not Just about the Money

    As men approach retirement, their planning needs tend to be less financial than emotional in nature—the opposite of what many would expect.

  • The Crystal Ball and the Rearview Mirror

    Every year before January 1, economic predictions are issued by the experts. Are they always correct? Not really. What does that mean for investors?

  • The Next Recession—Things to Know and Things to Do

    Given the cyclical nature of the economy It seems inevitable that we are heading into a recession. Here we discuss some historical truths and what to do with them.

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