Our Insights

How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.

The stock market rebounded swiftly from last week's decline, with the S&P 500 finishing higher in all five sessions and ending the week with a 4.7% weekly gain. The Russell 2000 gained 7.7%, the Nasdaq Composite gained 6.0%, and the Dow Jones Industrial Average gained 3.9%.

Like most Americans, you're probably preparing to file your tax return shortly. Before meeting with your CPA or financial partner, take a look at the income tax brackets for 2020.

First GameStop... now silver? Here's a recap of what's been going on in the market and (more importantly) what investors may want to do next.

GameStop made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. If you're considering making changes to your portfolio as a result, here's a reminder on diversification.

Should frugality be a cornerstone of your retirement savings plan? Before changing your quality of life today for your future retirement goals, here's what you should consider first.

33% of total invested assets are currently placed in sustainably focused investments. With a new administration in Washington, D.C., what could the future look like for environmentally-focused investors?

If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.

To begin, GameStop (GME) entered the week at $65 per share and peaked at $483 per share later in the week, as it becomes the poster child for the short-squeeze mania/rebellion against short sellers. Things got so wild that brokerage firms restricted trading activity on heavily-shorted stocks like GME, which sent these stocks lower and drew the ire of many market participants.

Whether you're 20, 30, 50 or somewhere in between, learn how to invest at any age to secure a more comfortable retirement.

The record-setting run that ended 2020 carried over to the start of 2021 as each of the major indices set intraday and closing record highs.

Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.

Whether you are already retired or just beginning to consider your retirement years, the question "Will I outlive my money" is most likely a top concern

72% of Americans have felt financially stressed at some point during 2020. Here are 6 of the most common stress triggers with ways to fix them.

Each of the major indices set fresh all-time highs this week in a continuation of the market's positive trend.