Blog

HSA Contribution Limits Higher in 2022

Thinking about where to invest your money can be overwhelming and confusing, especially for those unfamiliar with all investing options. If you'd like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds. Here are some key things to know about ETFs before investing. 

More Americans are retiring earlier than you might think.

While the elections' results might be unclear, one thing that isn't is the market's reaction. 

Year-End Tax and Investment Planning

By taking a proactive role in tax and investment planning, you can save yourself a lot in taxes, improve returns, and ensure that more money remains working toward your goals — and less going to the IRS.

Looking Forward.

We need to remind ourselves that pullbacks are normal and that it's time in the market and not market timing that makes a positive difference to long-term performance and achieving one's investment objectives:

Take Advantage of the 3X Tax Savings of an HSA

Health Savings Accounts (HSA) offer more than just a convenient way to pay for out of pocket medical expenses.  They can be the most tax-advantaged way to save for retirement.

Traditional retirement accounts only have two of the three legs of tax savings:  

Higher Volatility Can Lead To Higher Future Returns

In an interesting set of tables, BlackRock shows how periods of high volatility often lead to higher future returns.

Low Volatility.  A New Type of Fund.

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.  

Pre-Holiday Economic Releases

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.