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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.

Financial planning is a journey, not a destination. Working with a trusted financial advisor can help you increase financial peace of mind both now and in the future. Keep these five tips in mind as you embark on your financial journey.

Divorce can be an emotionally challenging process, but the work doesn’t end with the final settlement. It’s essential to take steps to secure your financial future. By taking ownership of your finances, you can empower yourself and look forward to brighter times ahead.

Serving as the executor of a loved one’s estate comes with responsibilities that can seem overwhelming – from understanding the legal obligations to managing assets and distributing the estate. It is important for you to know what is expected of an executor or trustee and how you can help provide for smooth administration in the future.

Small, simple steps are a great way to build momentum and focus on your financial future. When it comes to money, the sooner you can focus, the easier it will be to work toward your financial goals. Here are five tips to help get you started.