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Investments

Let’s Talk About SPACs By Todd A. Moll, CFP®, CFA

Posted December 2, 2021

Special purpose acquisition companies, or SPACs, have garnered significant media and celebrity attention over the past few years, resulting in increased interest from investors. Amid more recent market turbulence, the Security and Exchange Commission (SEC) has stepped up its regulatory authority over these acquisition vehicles, urging investors to conduct thorough due diligence before investing their […]

Where to Stash your Cash in a Low Interest Rate Environment By Joseph Karl, CFA

Posted November 22, 2021

A unique phenomenon to come out of the pandemic has been a marked increase in the country’s personal savings rate despite record numbers of business closures and job losses. According to the Federal Reserve Bank, the personal saving rate in July 2021 remained elevated at 9.8 percent, down from a high of 26.6 percent in […]

Where You Put your Money Matters By Robert Mark Weiss, CFA

Posted September 23, 2021

Novice investors often use the terms saving, investing and speculating interchangeably.  However, there are significant differences between each of these approaches to wealth accumulation. Savvy investors will understand these distinctions and recognize when one strategy may be preferential to another. Saving The dictionary defines saving as preservation from danger or destruction. When applied to personal […]

IRS Continues to Target Taxes on Cryptocurrency By Todd A. Moll, CFP®, CFA

Posted July 21, 2021

Investors who can stomach the wild swings of cryptocurrency’s rapid fluctuations should be forewarned: the IRS is fortifying its efforts to regulate crypto assets and enforce investor’s tax reporting and payment obligations. How investors proceed is critical. In 2014, the IRS released initial guidance on cryptocurrency, defining it as property subject to federal taxes on […]

Is now a good time for a Roth Conversion of your Retirement Savings? By Lee F. Hediger

Posted June 10, 2021

As the Biden Administration crystalizes its campaign promise of tax reform, one thing is clear: there is a likely chance that wealthy taxpayers will pay higher taxes on income and investments in the future. Preparing for this potential shift requires efficient estate planning and nimble execution. The current administration calls for increasing the top income […]

What is Asset Diversification and Why is it Important? by Olga Ismail

Posted December 9, 2020

Asset diversification is an investment strategy designed to help investors minimize exposure to market volatility while attempting to maximize opportunities for high returns over the long term. While diversifying assets does not guarantee any investment objective will be met, spreading out investable dollars over a diverse mix of stocks, bonds, cash and other assets could […]

Relatable Finance Podcast Episode 65 – Infrastructure and the Economy

Posted December 8, 2020

In this episode the relatable finance guys discuss infrastructure, what’s included in this investing class and how it impacts the economy.     Investing in commodities is generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations, even during periods […]

Is Now the Time to Consider Insurance Products to Generate Guaranteed Income in Retirement? by Scott Montgomery, CLU, ChFC

Posted September 9, 2020

The recent market gyrations and prospects of a longer-term recession in the wake of the COVID-19 health crisis has raised red flags for many investors, especially those nearing or entering retirement. With such an uncertain future, soon-to-be retirees are increasingly turning to annuities to help diversify and protect their retirement savings while creating a steady […]

Families Have More Options for Using 529 College Savings Plans by Sean Deviney, CFP

Posted August 27, 2020

The COVID-19 pandemic has upended the higher education plans for millions of college students who have opted to take a gap year or live at home while classes for the Fall semester move online. For many, those decisions will impact how they use funds accumulated in 529 college-savings plans. 529 plans provide families at all […]

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