Learn Library
Discover our approach to personal finance through our library of free articles. Gain the financial knowledge you need to enrich every facet of your life.
Stock market 101: A beginner's guide
What is the stock market? What are stocks? How do stocks fit into your overall financial plan? Here are some answers.
What is an emergency fund?
An emergency fund is designed to be a safety net for “surprise” expenses. Learn more about what it is and why it is important.
The real reason mortgage rates are so high (and why they probably won't drop soon)
Mortgage rates have remained stubbornly elevated, hovering around 7% for much of the last three years. Many are understandably hoping for rates to drop, whether to purchase a new home or to refinance an existing mortgage. This analysis will explore the key drivers of mortgage rates and offer our perspective on where they might be ... Read more
"One Big Beautiful Bill": Tax cuts, deficit impact and investor outlook
A significant budget deal, officially titled the One Big Beautiful Bill Act, recently passed the House of Representatives. Investors are already trying to game out how the budget could impact the economy, interest rates and stocks. Here are our views on how this budget could impact your investments.
The Great Recession: Lessons learned & how to prepare
Economic downturns are an inevitable part of our financial system. Since World War II, the US has experienced a recession about every 6.5 years, making it a predictable if unwelcome feature of our economy.[1] The Great Recession stands out for its severity and how it fundamentally changed our approach to financial regulation, personal finance, and ... Read more
Are we in a recession? Signs of recession & what to do
With economic headlines growing increasingly concerning and inflation putting pressure on household budgets, many Americans are wondering, “Are we in a recession?” or “Is the stock market crashing?” The good news is that the U.S. is not currently in a recession. This article breaks down what recessions are, examines current economic data, and provides practical ... Read more
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