Ultimate guide to restricted stock units (RSUs): Taxes, vesting schedules, pros and cons
Got RSUs? Congrats! Here's a complete guide on how to manage them - from navigating vesting schedules to paying taxes.
Beyond borders: The potential for non-US stocks to outpace the American market
Learn about the potential of international investments, why US stocks may underperform in certain scenarios, and what strategies you can use to capture market returns.
What is a revocable living trust? Benefits, considerations, and how it works
Learn everything you need to know about revocable living trusts - from selecting a trustee to asset inventorying.
A comprehensive guide to the 2024 electric vehicle tax credit
Get up to speed on the 2024 electric vehicle tax credit with this comprehensive guide.
The true cost of bond ownership: Bond ETFs vs. individual bonds
Get an in-depth understanding of the true costs associated with bond ownership, including pull to par, liquidity costs, concentration risk, and opportunity cost.
The ultimate guide to prenuptial agreements: Benefits, myths, and tips
Get the facts about prenuptial agreements. Discover the benefits and common misconceptions, plus tips for discussing the topic with your partner.
2024 Medicare open enrollment period: Deadlines, coverages, and costs
Medicare’s open enrollment period runs from October 15 - December 7. Here’s what you need to know.
Unlocking the potential benefits of donor-advised funds in 2023: Tax deductions, comparisons, and more
Learn about donor-advised funds and their potential benefits, from tax advantages to investment strategies.
Should I purchase travel insurance?
Thinking of buying travel insurance? Learn the ins and outs of what you should look for, potential exclusions, and available credit card benefits that may provide coverage.
Decoding the September jobs report: Implications for the Fed and interest rates
From job gains to wage growth to longer-term bond yields - find out how the September jobs report will influence policy decisions and interest rates.
Performance report: Uncovering what shaped markets in the third quarter of 2023
Get an inside look at what drove markets during the third quarter of 2023. Learn what influenced stocks and find out how Facet has built recession protection into its investment portfolios.
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.