Does It Still Make Sense to Invest in Equities?

Essential readings

4 min read

What Is Diversification and Why Does It Matter?

6 min read

How Can I Minimize Taxes When I Invest?

2 min read

Our Thoughts on Investing in Cryptocurrency

Why Higher Interest Rates Shouldn’t Prevent You From Investing

This year, interest rates reached their highest level since 2007 and are expected to stay relatively high through 2024. This higher-rate economic environment brings excitement but also confusion. You may be asking, “with all of the compelling ways to earn more on my savings, are equities worth the risk?”…

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5 min read

Investing during inflation: What you need to know

Even with rising interest rates, many parts of the economy are still seeing inflation. In an inflationary environment, people look at their investments and cash and wonder if they are still investing their wealth in ways that give them protection against inflation. While people often talk about whether a…

4 min read

Is a Roth Conversion Right for Me?

IRAs, or individual retirement accounts, are a popular way to save for retirement, and with good reason: IRAs have numerous benefits. You may already be familiar with some of the different types of IRAs, including traditional IRAs and Roth IRAs. But you might not know it’s possible for people…

4 min read

How Should I Save for Short-Term vs. Long-Term Goals?

When you think about your financial future, you probably have two kinds of goals: short-term goals, like a vacation you plan to take later this year, and long-term goals, like sending a child to college or retiring. In order to give yourself the best chance of comfortably reaching those goals,…

3 min read

What Are the Benefits and Drawbacks of IRAs?

Individual retirement accounts (IRAs) are a popular way to save for retirement, and with good reason—they come with numerous benefits for investors building long-term wealth. They also come with a few drawbacks you should be aware of. In this post, we’ll break down what you need to know, focusing on…

5 min read

Is a Recession Bad for Investors?

A recession, commonly defined as two quarters in a row of shrinking gross domestic product (GDP), is generally considered bad news. Recessions cause real suffering, especially through rising unemployment and general financial uncertainty—so it’s normal to feel concerned about an economic slowdown and the impact it could have on…