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The illusion of safety: Demystifying downside protection in investments
A better understanding of loss aversion can help investors protect their portfolios from downside risk without sacrificing potential gains.

Federal Reserve’s September stance: What Jerome Powell’s two-sided risks mean for financial markets
Discover why Fed has remained focused on its 2% inflation target, what this means for longer-term Treasury bond yields, and more.

Making sense of the housing enigma: Why high mortgage rates aren’t cooling the market’s heat
Despite high mortgage rates, people are still eager to buy homes. Learn why this market enigma is happening and what you can do to make sure you purchase when the time is right regardless of macroeconomic factors.

Unraveling the prolonged inverted yield curve and its impact on investors
Get an in-depth overview of the US Treasury Bond Market’s inverted yield curve, it’s effect on investors, and what to expect when the Fed reaches its peak of rate hikes.

Simplified Employee Pension (SEP) IRA: Definition, 2023 contribution limits, pros and cons
Learn what a SEP IRA is, the 2023 contribution limits, and the pros and cons compared to other retirement plans.

All about Roth IRAs: Limits, benefits, differences
Discover how a Roth IRA can help improve your retirement savings. Learn about the contribution limits, tax benefits, withdrawal rules, and more.

Debt consolidation: When it’s necessary, do’s and don’ts
Learn the ins and outs of debt consolidation – what it is, when you should consider it, popular strategies for consolidating your debt.

Infinite banking explained: Is this popular TikTok financial trend worth the hype?
Understand the basics of infinite banking and the pros and cons associated with this complex financial strategy.

5 late-stage retirement savings boosters anyone can start today
Don’t let financial regret define your retirement years. Find out how you can catch up on your retirement savings regardless of age and income level.

Understanding required minimum distributions (RMDs): How to calculate and avoid penalties
Everything you need to know about required minimum distributions, including how to calculate them and avoid penalties.

Investing or paying off mortgage: What’s the right choice for you?
Make an informed decision after considering tax implications, potential penalties, your cash flow needs, and more.

Cost of attendance (COA): Determining the total cost of college education
Discover the total expense for one year of college, how it affects eligibility for financial aid and student loan limits, and more.

Unlocking the potential of your 401(k): Tax benefits, contributions, and investment strategies
Whether you’re enrolling in a new plan, on your way to saving for retirement, or somewhere in between, here’s what you need to know.