Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. In 2019, 55% of those with HSAs that did not record a distribution also...
Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these blockchain codes are what identifies a digital “coin” and...
“Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street rallies,...
Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience also manifests itself in the financial markets. When stocks...
Have you recently changed jobs? Did you contribute to your former employer’s retirement plan (401k, 403b, etc.)? If you answered the last two questions in the affirmative, you will have to decide what to do with your workplace retirement savings. The following...
In a previous article, I discuss the cost of marketing timing. After reading OppenheimeFunds’ 2018 Compelling Wealth Management Conversations brochure, I wanted to expand upon my thoughts about trying to time the market. In their chart book, they include the...
