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The first quarter of 2023 was marked by resilience in global stocks and intermediate-term bonds. However, the quarter was anything but calm, with inflation, Fed rate hikes, and unexpected bank failures all contributing to elevated uncertainty.

In a rising interest rate environment, investors often wonder what they should do with cash set aside for short-term financial goals, emergencies, or everyday expenses. While there is always some risk involved, here is a list of available options to earn interest without risking the principal amount, ranked from the least to the most risky.

Volatile markets can be especially worrisome for employees who hold a significant concentration in their employer’s stock. Here are five key reminders of what to look for regarding stock compensation in volatile markets.

Retirement is a significant milestone and brings with it a significant shift in identity and purpose. Without proper planning, this can lead to feelings of uncertainty and loss of control. By taking the time to reflect on how retirement fits into your identity, creating a purposeful schedule, and developing a cash flow plan, you can make the most of this new and exciting chapter in your life.

Tax-loss harvesting (TLH) can be an effective tax management tool for investors. In this article, we explore how TLH works, what the expected benefits are, and what specific risks investors should consider.

With billions of dollars in investable assets at stake as well as the fees those dollars generate, the Wall Street marketing machine has been working overtime espousing the benefits of ETFs compared to traditional mutual funds. But is the ETF structure truly superior?

The Fed took center stage this week with its FOMC meeting, where committee members announced a 25-bps rate hike in their latest policy decision. What’s intriguing is the swift shift in the narrative on what the Fed might or might not do.

Millions of people worldwide are affected by epilepsy, a debilitating disorder, and Purple Day aims to increase awareness of this condition. Caring for a child with special needs can be expensive, but a financial advisor can assist in finding resources to subsidize the significant annual costs.

The sudden and dramatic downfall of Silicon Valley Bank led to a surge of withdrawals. In response, the FDIC swiftly established the Deposit Insurance National Bank of Santa Clara, and transferred all deposits from the defunct bank into it. Ultimately, the FDIC’s goal is to protect depositors and prevent any damage to the broader economy.

Those of us who follow the stock market are always on watch for a different, more maddening March Madness — the unexpected market or economic news that can send the markets fluctuating between airballs and slam dunks.

In periods of heightened volatility and uncertainty specific to the health of our financial institutions, investors rightfully require assurance that their bank deposits are not at risk and that their “safe money” is indeed safe.

One of the many complex decisions you’ll face as you approach retirement is when to claim Social Security benefits. This decision can have a significant impact on your financial well-being in retirement.