Do Asset Allocation and Diversification Still Work?

January 27, 2016

The thinking about asset allocation and diversification hasn't changed, but there are new ways to fine-tune them.

Should You Care About Rising Interest Rates?

July 29, 2015

Will rising interest rates affect you personally? If you're a saver, a borrower or an investor—absolutely.

Portfolio Blues: Should I Stay in the Market or Get Out While I'm Ahead?

July 15, 2015

Worried about the stock market? Don't be. Whether stocks are up or down, let your own timeline be your guide.
Women and Retirement: Can You Afford Not to Save?

May 6, 2015

Women are living longer than men but saving less for retirement. Here's why they need to save more—and sooner.

Things You Want to Know About Investing but Are Afraid to Ask—Part 3

April 22, 2015

Got investing basics down? Great. But before you invest, there are still a couple more questions to ask.

Things You Want to Know About Investing but Are Afraid to Ask—Part 2

April 15, 2015

Do you know the difference between a stock, a bond, and a mutual fund? Find out what to look for when choosing types of investments.
Things You Want to Know About Investing but Are Afraid to Ask—Part 1

April 8, 2015

Thinking about investing but don't know where to begin? Get your grounding with a few basic concepts. 
Learn How To Start Investing With These Five Simple Steps.

January 28, 2015

It isn't difficult to become an investor. Learn how to start investing with these five simple steps.
Finding the Right Financial Advisor—Where to Start?

December 3, 2014

Finding the right financial advisor takes some in-depth thinking and research. Start here.

Is It Time to Switch From Individual Stocks to Mutual Funds?

January 26, 2011

No longer have time to follow the market? Switching from stocks to mutual funds could make sense both from an investment and a tax standpoint.
Managing a Windfall? Don't Be Terrified—Be Proactive

January 12, 2011

Getting an unexpected financial windfall can be as overwhelming as it is exciting. But it's a real opportunity to learn financial skills if you use it wisely.
Investing in Your Own Business? Be Sure to Give Yourself Some Safety Nets!

December 15, 2010

Investing a big chunk of your assets in your own business can lead to big rewards—but be sure to put some safety nets in place, too.
Do ETFs Mean the End of Traditional Mutual Funds?

November 17, 2010

Are ETFs taking over the investment world? Are traditional mutual funds close to extinction?
Financial Planning 101: Required Course

August 11, 2010

Do you need a financial plan when you're young? Absolutely. Start early and you'll not only protect your future, you'll make everyday money management a lot easier.
Investing 101: Stocks vs. Funds

July 28, 2010

Mutual funds make investing so easy; why bother with individual stocks? But a stock portfolio does have its plusses, if you know what you're doing.
On the Sidelines at Age 60: Is that the Prudent Choice?

May 19, 2010

When nearing retirement, market volatility can be scary—but capital growth may still be more important than capital preservation if you want your assets to last.
IRA Charitable Rollovers: A Question of Timing

April 7, 2010

Making a charitable gift from your IRA always benefits the recipient. Whether there's a tax benefit for you depends on when and how it's given.
Smart Ways to Look at Risk

March 10, 2010

Just because you think you can handle the risks of aggressive investing doesn't necessarily mean you should take them.
ETFs v. Mutual Funds: How Do They Differ? Which Is Right for Me?

March 3, 2010

Exchange-traded funds (ETFs) are hotter than ever. How do they differ from traditional funds? What role should they play in your portfolio?
Do You Need a Financial Advisor?

February 17, 2010

A financial advisor can be worth the extra cost—as long as you find the advisor who's right for you.
Can You Protect Your Portfolio from Inflation? Should You Try?

November 25, 2009

Inflation will have an impact on your investment portfolio—if it rears its ugly head. But what assets are affected by rising prices? And what, if anything, should you do about them?
Is It a Good Idea to Borrow in Order to Buy Stocks?

October 28, 2009

Is it a good idea to take out a mortgage to buy stocks? What are the risks? How should you prepare for them?
Recovering from the Downturn: You Can't Change the Past, but You Can Help Shape the Future

October 7, 2009

Trying to recover from the recent downturn? Following the same old rules can help you shape a new approach to investing.
Managing Your Portfolio: What to Think About When You Want to Do It Yourself

August 19, 2009

Most people can manage their money just fine without professional help. But some personal financial challenges are harder than others, and don’t be afraid to get the expertise you need.
Looking for a Safe Port in the Economic Storm

July 1, 2009

Are your retirement savings looking a bit battered by the recent economic storm? Take three steps now to protect what you have while preparing for brighter days.
In Today's Market, Where Do You Put Your Cash?

June 24, 2009

Where's the best place to invest available cash? The answer depends on your goals and timeframe, not the state of the market today.
Taking the Mystery Out of Diversification

June 17, 2009

Spreading your money across stocks, bonds and cash doesn't have to be difficult—and it certainly is important!
Market Timing: The (Nearly) Impossible Challenge

June 10, 2009

When is the right time to go back into the market? A good question that's virtually impossible to answer.
Some Alternatives to the Stock Market: Investing Directly in Your Own Future

February 26, 2009

You're no doubt discouraged by the stock market; is it time to invest in yourself?

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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