If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes?
It’s called tax loss harvesting, and while the term might sound complicated, it's actually a...
What’s the first thing you think of when it comes to money?
Are your thoughts more positive or negative?
Whatever’s natural to you can speak to your money mindset.1
And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about...
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life.
Here’s a look at why, with a focus on each milestone birthday after 50 and the role it...
As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many...
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new tech before it went mainstream!”
- What’s the next “unicorn” that will make a fortune?”
It’s common to feel this way. Many of us experience...
In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1
That sounds simple.
Yet it doesn’t happen as much as it should in the real world.1, 2
That’s because many...
