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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.
Could a surprise recession, new White House policies, or a bursting AI bubble cause a bear market in 2025? While we can't know the future, there are some ways Facet is playing defense against these risks.
While the Fed held rates steady, the post-meeting press conference had plenty of fireworks. Between questions about Fed independence, to tariffs, to future rate cuts, the Fed gave investors plenty to think about. Here’s our take on what was said and what it means for your money.
Learn what a backdoor Roth IRA is, how it works, and what you need to know to determine if this strategy is right for you.
President Donald Trump formally took office on January 20, and he has a packed agenda for the first 100 days in office. Here we examine how the administration’s early priorities will impact the economy, financial markets and your money.
The fourth quarter of 2024 had plenty of volatility, driven by economic uncertainty, persistent inflation, and the U.S. election. Here's how Facet's investment strategies performed and what we can expect going forward.
Many New Year’s resolutions get broken. And broken quickly. We’d like to share a simple strategy that can help you fix that – all while giving your finances in 2025 a kickstart. First, ever hear of “Quitter’s Day?” It’s the day that people start dropping their New Year’s fitness resolutions in big numbers. It falls ... Read more
The Fed cut rates in December, but the prospect for additional cuts in 2025 is quite murky. Here's our take on what this means for markets.
What's the right allocation for you given your age? The answer depends on many factors, and is much more complicated than any rule-of-thumb or target date fund.
Critical financial moves to make by year-end to help you save on taxes this year and enjoy a more financially successful 2024.
Buying a home is one of the largest purchases most people will make in their lives. And this decision carries a lot of weight both personally and financially. But buying a home is about more than simply buying a property – it’s about understanding what being a homeowner is really all about. In this guide, ... Read more
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
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(“Facet Wealth, Inc”) is an SEC registered investment adviser. This is not an offer to sell securities or the solicitation of an offer to purchase securities. Facet’s specific investment management services vary depending upon the chosen service level. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.
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