Fire Drill: Investing with Dollar-Cost Averaging
When should you invest? Instead of putting so much pressure on when to invest, put a set dollar amount into your investment account on a set schedule and let dollar-cost
Investing
Investing with Optimism
2020 has been a volatile year for the stock market. Volatile means sharp moves downward as well as sharp moves upward. We've seen historic swings in both directions, and these
Passive vs. Active Investing: Keeping Your Costs Low
How can you avoid excessive investment management fees and limit your transaction costs? By focusing on what you can control. Learn about the differences between active and passive investing philosophies
Choose Your Own Contribution with Higher Retirement Plan Limits
Did you know that HSA and 401(k) contribution limits increased for 2020? Learn what’s new and use the infographic to see how you can make the most of your retirement
An Alternative to What?
What’s an “alternative” investment? And what makes it different from traditional investments, like stocks, bonds, and cash? Get the answers, and learn the long and short of it — pun
Active and Passive Investment Management
When it comes to investment management, is an active or passive philosophy best for you? Learn the pros and cons of each, and see if one style — or a
Location, Location, Location
Where are your assets located? You might allocate them a certain way to reduce risk, but location is another important part of maximizing returns and reducing tax burden in your
401(k) and Employer Stock — A Different Approach
Leaving a job where you bought your employer’s stock in your 401(k)? Making the best choices for your money is key. See a couple different approaches.
Back to Basics: Individual Retirement Arrangements (IRAs)
Will you be contributing to an IRA this year? Head back to basics for a better understanding of this investment vehicle, to learn about increased contribution limits for 2019, and