cash

Understanding The Step-Up Rule On Inherited Assets

One of the ways that Congress collects taxes from citizens is by taxing investments. You pay a tax when you sell a stock at a gain, for instance, which is … Read more

Posted on April 19, 2025 by

3 Savings Habits That Can Change Your Life

Why do some people seem so capable of saving for the long-term, while others struggle? Is it in your DNA, your upbringing, or something else? Your demeanor is a big … Read more

Posted on April 4, 2025 by
bull market

5 Mistakes New Investors Make And How To Avoid Them

Learning to ride a bike when you are young comes with some risk at first. You could fall and get hurt, ride into a tree or worse. Yet once you … Read more

Posted on March 25, 2025 by

Stressed by the Markets? Keep More Cash On Hand

Whether this is your first bear market or your fifth (who’s counting?), it can be very stressful to watch your retirement plan balance drop like a rock in a week … Read more

Posted on March 11, 2025 by
what is common stock

Investor Basics: What Are Earnings?

Every three months all of Wall Street seems to be frozen in place, awaiting the coming wave of corporate earnings. Stocks often stand still until the numbers come out, then … Read more

Posted on February 21, 2025 by

Warren Buffett: Shares Essential Keys To Successful Investing

Warren Buffett, the iconic multi-billionaire, is known for a lot of things. His folksy media appearances, simple taste in food (cherry Cokes are a favorite) and an absolutely mind-boggling ability … Read more

Posted on February 6, 2025 by

Is the Diversified Portfolio Model Dead, or Merely Resting?

Is the Diversified Portfolio Model Dead, or Merely Resting? Jeremy Siegel, the Wharton professor most famous for writing the investment classic Stocks for the Long Run, recently claimed the following: “We believe … Read more

Posted on January 23, 2025 by

A Bear Market Can Be a Glass Half-Full

Is the glass half-full or half-empty? The question is usually asked to gauge a given respondent’s relative optimism (“It’s half-full, of course!”) or pessimism (“Half-empty, naturally…”). It’s the same glass. … Read more

Posted on September 26, 2022 by

Nobody Rings a Bell at Market Tops…or Bottoms

Anyone who invests in stocks understands that volatility is part of the game. Stocks go up in value and they also go down. Now bond investors are getting a taste … Read more

Posted on September 12, 2022 by

Is it Time to Own Bonds Again?

It’s hard to escape the feeling that inflation is starting to really matter to the U.S. economy, after decades of virtually no practical effect on investing and financial planning. It’s … Read more

Posted on August 31, 2022 by