Learn Articles Archive | Page 21 of 29

Is the January Effect real?

Learn more about this popular stock market phenomenon, the January Effect.

Jan 11th 2023 4 Min Read

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How can I keep my financial resolutions this year?

Here are five of the most important financial resolutions you'll want to keep to get your finances on track for the new year.

Jan 4th 2023 5 Min Read

A woman smiling and looking into the distance while taking notes

8 things financial planners would tell their younger selves

Here are the 8 top lessons that financial planners wish they could tell their younger selves.

Dec 28th 2022 6 Min Read

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What is tax-loss harvesting? How does it work?

Tax-loss harvesting can be used to either decrease capital gains taxes or offset ordinary income. Learn more about how it works.

Dec 19th 2022 3 Min Read

Man wearing a Santa Claus hat looking at a chart on a laptop

How does the Santa Claus rally impact my investments?

A Santa Claus rally is a market theory describing when the stock market surges during the final week of December. Learn more.

Dec 15th 2022 4 Min Read

Room full of people raising hands during a lecture or presentation

How does shareholder voting work and why should I care?

Owning shares of stock in a company makes you a partial owner of the company. Here’s what shareholder voting means and what to know.

Dec 14th 2022 4 Min Read

$Professor giving math lecture. He's sitting on his desk, formulas and charts are in the background behind him$

403(b) vs 401(k): What is the difference between retirement plans?

403(b) and 401(k) plans have a number of differences and commonalities. Learn more about the two types of retirement savings plans.

Dec 13th 2022 6 Min Read

How can I make residual income with things I already own?

Here are the top four ways to make residual income without doing much extra work.

Dec 13th 2022 4 Min Read

A man packing his belongings in a box in an office environment

What are the first 10 things to do if I get laid off?

Here are 10 helpful tips to help you through a layoff.

Dec 12th 2022 5 Min Read

Couple looking to buy a car at a dealership. Close-up of the car headlight

Is it better to buy or lease a car right now?

Choosing between buying or leasing a vehicle is a major financial decision that impacts your monthly cash flow and long-term net worth. By looking past dealership myths and calculating the total cost of ownership, you can determine which option aligns best with your lifestyle and financial goals.

Dec 12th 2022 6 Min Read

Young woman holding receipts in her hand and using the calculator on the side

5 money moves to make when you get a raise

Here are the top 5 moves you can make after receiving a raise.

Nov 16th 2022 5 Min Read

A smiling young woman with an afro hairstyle sitting at a light wooden kitchen table, looking at her laptop. She is wearing a mustard-yellow blouse and has a yellow notebook, pen, and smartphone on the table in front of her. The background shows a modern, rustic-style kitchen with white brick walls.

Why should I work with a remote financial planner?

Meetings that fit your schedule, a deep relationship with your financial planner, all at a low subscription cost.

Nov 7th 2022 3 Min Read