S&P 500 Sector Performance for February 2024
You Won’t Believe How Different S&P 500 Sectors Performed in February – One Sector’s Gains Will Shock You.
Investing
Fiduciary investing guide. Build wealth with smart portfolio construction, diversification, and risk management strategies for early and mid-career investors.
Steady Federal Reserve Rates are Good for Us
Interest rates are essential for your financial future. The Federal Reserve focuses on long-term stability.
The After-Tax Effect of Active Investing
Index funds or active funds? Are your investments truly working for you after taxes? After-Tax Effect of Index vs Active Funds.
2023 Was a Great Year To Review
The stock market closed out 2023 on a high note, with the S&P 500 climbing steadily for nine consecutive weeks. 2023 market review.
Restricted Stock Units: Vesting, Tax Treatment, and Strategies
Navigate the complexities of Restricted Stock Units. Explore how strategic financial planning can optimize your taxes and maximize the benefits of your RSUs.
Being your own banker is not an investment
Are you considering becoming your own banker? Discover why the Being your own banker concept may not be suitable for everyone.
Is A Roth IRA Conversion In Your Future?
Explore how a Roth IRA conversion can benefit your retirement savings by evaluating your current tax rate, anticipated future tax rate, and other factors.
Does Market Timing Work?
Avoid the risks of market timing with Time In The Market vs Timing The Market! Make sure your portfolio is aligned with your long-term goals.
Minimize Your Capital Gains Tax With Proactive Strategies
Discover effective ways to reduce capital gains taxes tax-loss harvesting, investing in tax-efficient assets, and utilizing tax-advantaged accounts.
High Market Volatility: What to do
Feeling anxious about high market volatility? Two Do’s and One Don’t: Reassess your risk tolerance, rebalance your portfolio, and resist the urge to panic.