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.
How Could Inflation and Rising Rates Impact Your Investments
March 10, 2022School of Saving and Investing
Inflation and rising rates can impact the performance of your portfolio, but careful planning can help mitigate these risks.
Why Should I Have Bonds in My Portfolio?
February 9, 2022School of Saving and Investing
Bonds are debt instruments that pay investors a steady stream of income in return for their cash up front. But income is only one of the benefits that bonds can add to a portfolio. In today’s economic environment, many investors are concerned with how monetary policy will affect their bond positions. That’s because inflation typically… Read more »
Backdoor Roth Contributions and the Pro Rata Rule
November 19, 2021School of Saving and Investing
The backdoor method allows high earners to contribute to a Roth IRA, but the Pro Rata rule can present a challenge.
Financial Dos and Don’ts During a Pandemic
December 29, 2020School of Financial Wellness
2020 has changed our lives dramatically, but it’s important to maintain financial discipline. These tips will help you stay on track.
COVID-19 Update from Meld University
July 21, 2020School of Financial Wellness
The U.S. has over 3.8 million cases of COVID-19 and over 141k deaths. Case number are escalating rapidly, again. How will this impact your investments?
How Much Do I Need to Retire?
July 7, 2020School of Financial Wellness
There is no one-size-fits-all answer. But, once you have your Financial Fingerprint®, you will know how much it will take to meet your retirement goals.
Coronavirus (Covid-19) and Your Investments
March 2, 2020School of Financial Wellness
The coronavirus outbreak is only about two months old, so it is premature to discuss how this potential pandemic will play out.
Annuities: The Basics, and the 2 Biggest Myths
August 24, 2019School of Saving and Investing
Annuities have gotten a great deal of attention in the media lately. In this article we examine the basics and the 2 biggest myths surrounding investing in annuities.
Situational Investing – The Concept
February 1, 2019School of Saving and Investing
Situational Investing – the concept is simple at first glance. People know they should invest according to their specific situation, but it not that simple.