The Financial To-Dos of Having a Baby

Having a baby and growing your family is a very exciting time for any new parent or parent-to-be—and there are some pretty significant things to consider outside of simply getting the nursery ready and picking out a stroller. There are studies showing that each child...

How the New Tax Law Impacts Investors

Countless hours have been spent tabulating the political pros and cons of Donald Trump’s long-sought tax reform, which was signed into law at the tail end of 2017. While much of the partisan discord over the bill has faded, there remain a lot of open questions about...

Should You Have U.S. Savings Bonds in Your Portfolio?

Savings bonds qualify as one of the most popular investment classes in U.S. history—but does that mean they belong in your portfolio? As ever, we can’t make a blanket statement or give a definitive yes or no. All investors have different needs and different goals, and...

Three Things to Know About Investing in Precious Metals

Investors have many options available to them for investing in diversified asset classes—and indeed, most financial advisors will recommend a portfolio that’s strengthened and broadened with investments beyond traditional stocks and bonds. With that said, investors...

Why Have an Annual Portfolio Review?

Doctors recommend that you get a physical checkup about once a year or so. Similarly, financial advisors recommend that you get a portfolio checkup once a year, sitting down to meet with your advisor and make sure everything is still on track. A portfolio review will...

The Pros and Cons of REIT Investment

The thought of investing in real estate may be appealing to you; the thought of owning a second home or becoming a landlord, however, may sound like a major headache. What can an investor do to solve this paradox? Consider investing in an REIT, which provides an...

Five Things to Know About Annuities

You’ve probably heard about annuities before—but have you ever considered adding them to your overall investment strategy? They remain often ignored and frequently neglected among investors, but you ignore annuities at your own peril: They’re certainly not the right...