Topic: Investing

Articles that provide insights on investing, including news, tips and other information designed to help you stay up to date and on top of your strategy.

Meld Financial Key Financial Data for 2024
Key Financial Data 2024
 January 3, 2024

School of Financial Wellness

Download our 2024 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.

Stacks of coins next to a piggy bank.
IRA Contribution Limits in 2024
 November 30, 2023

School of Saving and Investing

The amount you can contribute to a SEP, SIMPLE, Traditional, and Roth Individual Retirement Account will increase in 2024.

A choice between cash investments represented by a man standing at a fork in the road.
Deciding Between Cash Investments
 November 2, 2023

School of Saving and Investing

Bank accounts and money market funds are about as close as you can get to holding actual cash, but there are important distinctions.

Banking turmoil depicted by a bank sinking in water.
Banking Turmoil – Is Your Cash Safe?
 June 8, 2023

School of Saving and Investing

Bank failures can be frightening for investors, but there are protections in place to prevent you from losing your funds.

A financial chart is overlaying two business people shaking hands.
What is SmartScreen™?
 February 24, 2023

School of Saving and Investing

SmartScreen™ ensures that funds included in our clients’ portfolios meet our high standards.

“IRA” and “2023” on wooden signs placed on a desk with various office related items.
IRA Contribution Limits in 2023
 January 6, 2023

School of Saving and Investing

Individual Retirement Accounts [IRAs] – referred to as retirement ‘arrangements’ by the IRS – can be an easy, flexible way to increase retirement savings and lower your tax bill. This year, you can contribute more to these types of plans. Incorporate the new, higher limits into your financial plan as soon as possible to make… Read more »

Paper cutout of a retired man and woman holding hands, standing on top of stacks of quarters, indicating they’ve taken steps to secure their retirement plan
5 Important Steps to Retirement Planning
 December 22, 2022

School of Financial Wellness

Retirement planning is a complex process, but these 5 steps will get you on the right track to achieving your retirement goals.

A bear market represented by a bear overlayed with red numbers.
Retiring in Bear Market
 August 5, 2022

School of Saving and Investing

Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.

A flat, digital map of the globe with red dots and lines that illustrate the reach of geopolitical distress and the risk it can present for investments.
How the Geopolitical Environment Impacts Investments
 March 31, 2022

School of Saving and Investing

Find out how geopolitical risk can impact investment performance and what actions investors can take to mitigate the negative effects.