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Past Commentary & Articles

The 2020 tax year was eventful in its own right with the CARES Act, stimulus payments, & federal student loan forgiveness. Before you file your 2020 tax return, keep these new guidelines in mind.

Real assets can offer lower correlations to stocks and bonds while also providing reasonable average returns. It’s a broad group, which is at least partially hedged against inflation, because they tend to increase in price as inflation increases.

In this month’s edition of MarketWise, we keep an eye on which asset classes dominated in January and how investors should think about “meme stonks.”

As happy as we are to have 2020 in the rear-view mirror, we shouldn’t lose sight of the valuable wisdom we gained and why humility is one of the most valuable attributes an investor can have.

The events in 2020 generated their own highs and lows. It was natural during the year to think this time is different with respect to the markets and economy. There is no doubt that 2020 was a unique year, but what is not different is that we continue to persevere through the low points in human history.

GameStop has struggled mightily in recent years, as gaming has undergone a massive shift to digital downloads and mobile gaming. While the fundamentals of the business haven’t really changed, the share price sure has.

2020 was full of surprises and swings in the market. In this recorded webinar, we look back at 2020 and share our 2021 market outlook.

Investment research analyst Danny Noonan looks back at the recent strong performance of value stocks and discusses possible scenarios for 2021.

Buying company stock as part of your 401(k) plan may be beneficial from a tax perspective.

Health care continues to be one of the largest expenses in retirement. If you’re looking for a way to retire before age 65 and bridge the health coverage gap, this post presents a strategy using health care subsidies that can help reduce your expenses.

Thinking about retiring in 2021? A new year offers a fresh beginning to think about your retirement and the possibilities. It can feel exciting and overwhelming at the same time and you may have a lot of questions.

In January’s edition of MarketWise, find out which sub-asset class led the way in the fourth quarter and which year, if any in history, was volatile as 2020 for U.S. stocks!