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Latest NewsOur team of experts’ thoughts on investing and the financial markets.
Take advantage of the current market volatility
Periods of market volatility can feel uncomfortable, but they may also create opportunities for disciplined long-term investors. This article discusses how market downturns can present strategic buying opportunities and why maintaining perspective during uncertain times is an important part of successful investing.
The Real Cost Of Owning A Mutual Fund
Mutual funds may appear straightforward, but many investors underestimate the true costs associated with owning them. This article breaks down common mutual fund expenses, including management fees and hidden costs, and explains how fees can impact long-term investment returns.
Why is the rapid decline in oil prices causing market volatility?
Sharp declines in oil prices can create ripple effects throughout global markets, impacting energy companies, inflation expectations, consumer spending, and investor sentiment. This article explores why falling oil prices contributed to increased market volatility and what it could mean for the broader economy.
Umbrella Insurance: Financial Protection Everyone Should Consider
Umbrella insurance can provide an extra layer of financial protection beyond standard home, auto, or liability policies. This article explains how umbrella coverage works, who should consider it, and why it may be an important part of a comprehensive financial plan.
Roth IRA: Part of a major new tax-savings rule from the IRS
New IRS guidance expanded opportunities for retirement savers to move after-tax retirement funds into Roth IRAs, creating potential long-term tax savings benefits. This article explains the rule changes, how Roth conversions may work, and important factors to consider before making a move.
Five Ways to Maximize College Financial Aid
Paying for college can feel overwhelming, but careful planning may help families maximize available financial aid opportunities. This article outlines five important strategies that can help reduce college costs and improve eligibility for financial assistance.
New IRS Adjustments to Retirement Plans for 2015
The IRS announced updated retirement plan contribution limits and income thresholds for 2015, impacting 401(k)s, IRAs, SEP plans, and other retirement savings vehicles. Here’s a breakdown of the new adjustments and what they may mean for your retirement planning strategy.
Thinking about lending money to family and friends?
Lending money to family and friends can quickly become complicated without clear expectations and proper planning. This article discusses important financial and emotional considerations, potential tax implications, and practical steps to help protect both your finances and personal relationships.
New IRS rules for IRA rollovers
New IRS rollover rules changed how IRA distributions and 60-day rollovers are treated, creating important implications for retirement account owners. This article explains the updated rules, common rollover mistakes to avoid, and what investors should know to stay compliant and protect their retirement savings.
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