Do I Pay Off My Mortgage or Invest? By: Stacey Nickens Perhaps you came into an inheritance or a bonus recently. Perhaps you have extra money sitting in your bank savings account. Either way, with extra cash on hand, you may ask yourself: Should I use this money to pay off my mortgage, or [...]
2022 Market and Economic Outlook By: Stacey Nickens As of close on January 27, the Dow Jones was down 6%, the S&P 500 was down 9.2%, and the Nasdaq was down 14.7%. Such steep losses have many investors wringing their hands. Is this the beginning of a persistent market downturn? What will happen to [...]
The stock market has had a rocky start to 2022. Shedding points like some of us are trying to shed weight, the S&P 500 was down nearly 2% year-to-date, as of close on Friday, January 7. The spread of Omicron, potential Fed rate hikes, and tepid investor sentiment are all weighing on the market. [...]
Rebalancing Your Portfolio Without Triggering a Tax Bill By: Stacey Nickens Many investors have seen strong gains in their stock portfolio during 2021. As of close on November 26, the S&P 500 was up 22.3%. An investor who desires certain percentage of their funds to be in stocks may accordingly find that their stock [...]
Investing in Companies Benefitting from Supply Issues By: Stacey Nickens I was visiting a friend recently who decided to make me meatballs. They mixed up the spices and ground turkey, but instead of throwing the meatballs in their oven, they pulled a chunky convection oven out of a cabinet. As they put the meatballs [...]
IRS Releases 2022 Retirement Account Contribution and Contribution Deduction Limits By: Margaret Nickens The IRS released the 2022 contribution limits and deduction income limits for IRAs, 401(k)s, and other retirement accounts. While there's some disappointing news in the batch, there's definitely some increases to celebrate. The Bad News The IRS is not increasing contribution [...]
3 Bright Spots from October's Stock Market Performance By: Stacey Nickens As we head towards Thanksgiving, I'm reminded of the power of gratitude. Psychology research has shown that gratitude helps people feel happier, feel more content with their day-to-day lives, become healthier, better manage challenges, and develop stronger relationships. With all that said, I [...]
Goals-Based Savings Can Help You Withstand Market Volatility By: Stacey Nickens Financial planners and investment advisors have traditionally advocated for a bucket-approach to savings. With the bucket approach, you segment your savings by time until withdrawal. A goals-based approach to saving is a twist on this method. Rather than segmenting your savings by time [...]
With open enrollment season in full swing, many of you may be reviewing different health insurance options. When reviewing their options, some people gloss over health savings accounts (HSAs) because they're unsure of how to use and benefit from an HSA. However, HSAs can be powerful savings and tax-reduction vehicles, and if your employer [...]
How to Survive a Bear Attack 6 Strategies for Embracing a Stock Market Downturn By: Stacey Nickens I love heading out to nature for a hike or a camping trip, but enjoying nature doesn't come without risks. You may face dehydration, mosquito bites, and even bears. A bear attack is certainly the worst case [...]
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