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Investing through the downturn: strategies for navigating a bear market

Bear markets can make even experienced investors worry. However if you are going to be a long-term investor, you are inevitably going to go through quite a few down markets. Here are some thoughts on how to navigate investing when the market suffers a significant decline.

4 Min Read

FDIC protection & SIPC coverage: How safe are your deposits & investments?

You are probably aware that the government protects your deposits at your bank through something called the FDIC. However we get a lot of questions about the details: How does the protection work exactly? Who pays for it? Does this protection extend to my investment accounts? Could President Donald Trump make changes to FDIC insurance? ... Read more

5 Min Read

Consumer spending concerns rise: Will interest rates drop to rescue the market?

While the Federal Reserve took no official action on interest rates at the March meeting, it was still a lively meeting. Up until now, Fed Chair Jerome Powell had been able to mostly avoid questions about President Donald Trump’s policies, usually by saying the Fed would wait to see the impacts. However with the stock ... Read more

4 Min Read

Government layoffs & your portfolio: What investors need to know

The pace of federal government layoffs appears to be accelerating. This could have many implications, ranging from budget savings to diminished government services. Certainly the actions of Elon Musk and his “Department of Government Efficiency” (or DOGE) team have led to a lot of controversy. However investors should be focused on one particular question: how ... Read more

5 Min Read

2025 Tax Planning Guide: What You Can Learn From 2024 Taxes

Many people think tax planning is about finding that one hack or trick that will lower their taxes by thousdands–writing off your new car, setting up an LLC, or buying a rental property. This doesn’t mean those things won’t make sense at some point, but the truth is that tax planning is about understanding your ... Read more

8 Min Read

How to file taxes: A comprehensive checklist

Whether you’re filing your taxes for the first time, need a quick refresher, or simply want to optimize the process, understanding how to do taxes is a vital life skill.

7 Min Read

International stocks: poised for a comeback?

International stocks have struggled to keep up with the U.S. for the last several years. However there are some key reasons to think U.S. stocks may not continue to dominate in the coming years.

5 Min Read

Tax-loss harvesting explained: A simple way to pay less taxes

Tax-loss harvesting is a great way to reduce some of the tax burden that comes with investing. However, if not done carefully, it can wind up costing you more than the tax savings. Here we discuss how it works and ways to avoid common mistakes.

5 Min Read