A year-end financial checklist: 2024 complete guide
Critical financial moves to make by year-end to help you save on taxes this year and enjoy a more financially successful 2024.
Give your 401(k) a boost in 2025
With this news, it seemed like a good time to do a deep dive on 401(k) accounts. With the right plan, contributions, and investment strategies in place, a 401(k) gives you an excellent way to save and invest for the future. And like any kind of investment, you have plenty of options and points to ... Read more
The Mega Backdoor Roth 401(k): A supercharged retirement strategy
A Mega Backdoor Roth 401(k) is a strategy that can boost your retirement contribution up to $69,000 a year—all through a “backdoor” approach that works around the restrictions of Roth accounts. Instead of contributing directly to a Roth, you can contribute to your 401(k) and then convert it to a Roth 401(k), regardless of your ... Read more
Could Trump’s proposed tariffs increase inflation?
How will tariffs impact the economy, inflation, interest rates, and financial markets? We dive into what tariffs are, and how it is impacting your investments.
How lower interest rates affect your money and what you should do now
The Federal reserve just lowered interest rates for the first time since early 2022, and all signs point to additional interest rate cuts in the months ahead. But how low will they go? More importantly, what do lower interest rates mean for your money and what actions, if any, should you be taking today? With ... Read more
Fed cuts rates again in November
The Fed cut rates by 0.25% at its November meeting, but the outlook for future cuts is very cloudy. Here's our take on what comes next for the Fed.
How the U.S. election will impact your investments
How will the U.S. election impact your investments going forward? We give our thoughts on what to expect next.
Navigating real estate investments: a guide to potential risks
Real estate investments have a number of challenges, including poor business conditions and unattractive prices.
Unlock the power of your Health Savings Account (HSA): 5 hidden benefits you need to know
Imagine an account that offers not just one, not just two, but three tax advantages. Yes, it exists and it’s your health savings account (HSA). It’s the only account that exists that offers three potential tax benefits. Despite such incredible benefits, surprisingly few people fully capitalize on this opportunity and almost 90% don’t take advantage ... Read more
Max out the potential of your 401(k) retirement plan
It sets you up for retirement. And it offers some big tax benefits. If your employer offers a 401(k) plan, we strongly recommend jumping on the opportunity. creating an account. First, what’s a 401(k) account? It’s a type of retirement account run by employers. Basically, it lets you set aside a portion of your paycheck ... Read more
Q3 2024 Performance Report: Some new winners emerge after a volatile quarter
It was a volatile quarter that ended with stocks solidly higher. How did Facet portfolios perform? And what can we expect next for markets?
Why everyone needs an estate plan
Imagine what would happen if you, or someone you love, gets hurt, sick, or even worse, if there’s an unexpected loss of life? Now imagine how you’ll feel when you know that you’ve put a plan in place to make sure that you, everything you work so hard for, and the people you care about ... Read more