Articles, Market Commentary
Past Commentary & Articles
When you are a working parent, gathering documents for your tax return is just one more thing to do in your busy life. Financial advisor Nicholas De Jong provides a few practical tips and ideas to help you along the way.
Before you file your Arizona state tax return this year, check to see if you’re eligible to claim tax credits for your charitable contributions. Financial Advisor Justin Smith reviews five Arizona tax-credit programs and how to claim them on your tax return.
Coronavirus cases have continued to fall as vaccinations rise heading into the spring. Meanwhile, the market kept roaring in February as small value stocks led the market surge. But what does the growing pile of debt mean for investors? Are value stocks still attractive after their strong outperformance the past few months? All that and more in this month’s edition of MarketWise!
Most investors are familiar with the sage advice to “buy low and sell high.” But what happens if the market approaches another record? Senior investment research analyst Eamon Verdone looks into this question and provides historical context.
As college tuition costs continue to increase, it’s more important than ever to start saving as early as possible. Financial advisor Maureen Wright provides more information about the background and benefits of 529 college-savings plans.
If you haven’t thought about adapting your business for life after COVID-19, now is the time to start. Here are 10 things to consider as you prepare your business for post-pandemic life.
The balancing act of managing your family’s finances is a common challenge for Gen X. This video outlines five things you can do now to help balance everything and get on track: Build a solid financial plan, plan for education, budget and save, balance your retirement plan with the needs of your family, and look to the future.
Have you reviewed your employer’s benefit plan lately? If not, you may be leaving money on the table. Financial advisor Chris Ruedi looks at several common benefits that may warrant a closer look.
This paper introduces the methods and conclusions of Evidence-Based Investing and relates how an investor can best capture market gains while avoiding the pitfalls of conventional approaches. In doing so, this paper will demonstrate the tangible benefits of a scientific approach for the individual investor.
While few can afford the philanthropic reach of well-known billionaires, mainstream investors can now align their investment portfolios with their personal beliefs. Senior investment research analyst Eamon Verdone provides more information about ESG Investing and how it may impact performance.
Investors are always looking for a roadmap that will reveal the path to market-beating returns. For long-term investors, we can look to one of the market’s worst kept secrets: value investing.
People in their 50s and 60s are now frequently blurring the lines between work and retirement by starting a transitional career. Could that be the right path for you?