Articles & Market Commentary

When looking at investment returns, it’s tempting to focus exclusively on the annually advertised performance numbers you see in headlines. While strong returns are undoubtedly important, savvy investors know that tax implications can...

Contributing to a Roth IRA can be an excellent way for investors to grow their money tax-free. However, higher income investors are prevented from directly contributing to a Roth IRA once their income exceeds certain thresholds. To get around...

While holding cash in your investment portfolio might seem like a safe strategy, especially in volatile markets, it comes with its own set of risks.

The holiday season often means kids receive a windfall of cash gifts from their generous relatives. While children may love counting up their mounting money pile, simply gifting them cash misses an important opportunity - financially educating...