It's not often that you get to "have your cake and eat it too." In some respects, that's exactly what's happening with low volatility investment funds.
I'm sure you're more than ready to tune out the markets, work, and all of that other stuff and begin celebrating Thanksgiving with friends and family.
Year-end is a special time shared with friends and family, but it's also the time when specific financial planning takes place. Below is a list of year-end planning strategies designed to lower taxes, save money, and reduce risk.
Retirement readiness means you have the financial resources to cover all expected and unexpected expenditures throughout the remainder of your life and that you can continue to maintain a high standard of living no matter the situation.
Want to save $1 million for retirement? Think that's not enough, and the figure should be higher? Look at the following chart. It shows how much you need to save monthly based on when you plan to retire and your investment's rate of return.
So far, third-quarter earnings results have something for everyone.
When it comes to achieving financial goals, supporting one another, and building wealth, successful couples operate as a team.
Unfortunately, for those of us who live in a high tax state, the federal courts on September 30, dismissed the challenge to the $10,000 cap on the federal state and local tax (SALT) deduction.
As an independent RIA, I draw from a variety of valuable resources including TD Ameritrade, Vanguard, among others. A lot has been written about market volatility, and the effect it can have on an investor's psyche.
It might seem trivial, but how you manage your cash can have a long-term impact on your net worth.
Don't leave a lot of cash just sitting around earning nothing. Checking and savings accounts make on average 0.08%. Brokerage accounts aren't much better, and with inflation running at 1.8%, your purchasing power quickly erodes.
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