The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Five creative (and inexpensive) ideas for motivating your employees.
Is your estate in order? This short quiz may help you assess your overall strategy.
A four-step framework for building a personal legacy.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
How do the markets usually react to elections? Was the 2016 election any different?
What does your home really cost?
Are you ready for retirement? Here are five words you should consider.
Here’s a quick guide to checking to see if you have unclaimed money.
What are your options for investing in emerging markets?
Smart investors take the time to separate emotion from fact.