Since they were first established in 1996, Section 529 savings plans have become a popular tool used by parents to save for future college expenses. One reason 529 plans are so popular is…
When Does a 529 Plan Make Sense for College Planning?
Investing
The Four Perils of Self-Managing Your Investments
Self-managing your investments can be perilous to the long-term health of your portfolio. Most of us have heard the old adage that an overwhelming percentage of drivers consider…
Getting Ahead of the Curve: Asset Allocation
Investing success is as much about having the right process as it is about choosing the right investments. Avoid the barrage of money messages by focusing on one simple question: What is…
While-You-Wait Investing: Traditional IRA vs. Roth IRA
It’s a common question: what are the differences between a traditional IRA vs. a Roth IRA? IRAs come in two basic flavors: traditional and Roth. Traditional IRAs defer your…
Ask an Expert: Is Buying a Home a Good Investment? (VIDEO)
It’s a question we get all the time: is buying a home a good investment? A primary home can be a wonderful investment, especially if you enjoy living in it. Over the…
ETFs vs. Mutual Funds: What’s the Difference?
When constructing an investment portfolio, you’ll probably include a variety of stocks and bonds among the securities you purchase. Stocks and bonds can be purchased individually or as…
Should I Have a Socially Responsible Investment Portfolio?
Change is in the air-you can almost feel it around you. Whether it’s the increasing awareness of the environment, disparities in the workplace, and other socially conscious…
The Current Housing Market – Rent or Buy?
Most people think that location plays the biggest role when considering buying a house – and they wouldn’t be wrong. After all, location impacts the area’s amenities, as well as…
How Do ESG Ratings Agencies Work – And Why Should You Care?
If you are a socially-conscious investor, you may wonder who determines which companies are deemed “socially responsible” and what criteria is used. After all, one person’s view of…
While-You-Wait Investing: Socially Responsible Investing (Video)
Change is in the air — you can almost feel it around you. Whether it’s the increasing awareness of the environment, disparities in the workplace, or other social issues,…
A Consolidated Investment Strategy and Your Nest Egg
Most people know the idiom, “don’t put all your eggs in one basket.” But like most things in the world of financial planning and investing, that sage adage may be easier said than…
Beginner’s Guide to Portfolio Diversification
Managing risk is important. Every day we use tools like seat belts and helmets to manage the inherent risks arising from daily activities like driving a car or riding a bike. Managing risk…
