If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes?
It’s called tax loss harvesting, and while the term might sound complicated, it's actually a...
What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money mindset.1
And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about...
4 Pervasive Myths About Inflation
Inflation can feel inescapable these days.
For most of us, it also feels like inflation is higher and more persistent than it actually is.1
That could be because we’re seeing higher prices practically everywhere.1
Despite our experience, though, that...
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new tech before it went mainstream!”
- What’s the next “unicorn” that will make a fortune?”
It’s common to feel this way. Many of us experience...
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many...
How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits.1
That may not seem like a big deal, but it can give rise to all...
How many years will your retirement last?
What are the chances you’ll live past 90?
Most of us answer those questions wrong because we don’t have strong longevity literacy.1
That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy.
Let’s explore how...
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1
There have been more than $2.7 billion in losses to social media scams between January 2021 and June 2023.2
And whether or not you’ve seen these cons in action, they...
