News & Insights

Understanding how capital gains and losses work

Buying an investment and selling it at a profit is a path many choose to grow their wealth. However, when you sell an investment for a profit, you owe taxes on the profit. Additionally, there is no guarantee that you will be able to sell for a profit, which means you might have to sell […]

Why Americans should want to be financially independent

When you are young, you may dream about finishing school and landing a job that pays you well so you can live comfortably for years. However, only 24% of adults between the ages of 18 and 24 are financially independent. Most are dependent on support from their parents.  Whether this is due to more heavy […]

What is a stock market correction and how does it affect me?

To the untrained ear, a stock market correction might sound harmless, but the term is used to define a state when the stock market index falls by 10% or more. Now, a correction is not necessarily a sign of a bear market, but it could be the start of one.  An important thing to remember […]

What to do if your employer stops matching your 401(k) contributions

One benefit that many salaried workers in the United States take advantage of is 401(k) employer-matched contributions. These contributions help workers across the country build their retirement portfolios with “free money” kicked in by their employers.  Unfortunately, when times are tough, employers may limit or stop making matching contributions. For example, this might be done […]

Increasing your tax-deferred retirement savings

When saving for retirement, many people use tax-deferred accounts to help grow their wealth while minimizing their tax bills.  A tax-deferred account is a type of savings account that allows you to receive immediate tax deductions up to the full amount of your contribution. However, these are generally taxed when you make your withdrawals during […]

How a second wave of COVID-19 could affect your investment risk tolerance

What to know about investment risk tolerance during a another wave of COVID-19

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