As the U.S. recovers from the COVID-19 pandemic, the economy appears to be turning the corner, bolstered by the recent stimulus package from Congress.

As the U.S. recovers from the COVID-19 pandemic, the economy appears to be turning the corner, bolstered by the recent stimulus package from Congress.

Fee and expense structures are a key consideration when looking for a mutual fund. But what are they and why do they vary across mutual funds? Get to know the most common types of fees and expenses in order to make an informed choice.

Fee and expense structures are a key consideration when looking for a mutual fund. But what are they and why do they vary across mutual funds? Get to know the most common types of fees and expenses in order to make an informed choice.

Starting a new job is a major life change – and a good time to reassess your financial state of affairs. It may also be an ideal time to ramp up your investment plan to build wealth for the future.

Starting a new job is a major life change – and a good time to reassess your financial state of affairs. It may also be an ideal time to ramp up your investment plan to build wealth for the future.

Does it make sense to invest for interim goals or should you play it safe and simply deposit your money in a bank or money market account?

Does it make sense to invest for interim goals or should you play it safe and simply deposit your money in a bank or money market account?

One of the basic truths of life is that your children learn how to do things by watching you. If you want them to treat others with kindness and to practice patience while driving, it’s key that you do those things yourself.

One of the basic truths of life is that your children learn how to do things by watching you. If you want them to treat others with kindness and to practice patience while driving, it’s key that you do those things yourself.

The stock market continued to surge to new records in the 1st quarter, as the vaccine roll-out led to optimism that the economy was on the road to recovery.

The stock market continued to surge to new records in the 1st quarter, as the vaccine roll-out led to optimism that the economy was on the road to recovery.

Some of the major shifts in the capital markets that began in the 4th quarter of 2020 have continued into the new year – but not in a steady progression.

Some of the major shifts in the capital markets that began in the 4th quarter of 2020 have continued into the new year – but not in a steady progression.

If your investments are no longer aligned with your current situation, your portfolio may be overdue for an overhaul.

If your investments are no longer aligned with your current situation, your portfolio may be overdue for an overhaul.

Despite facing the greatest global health crisis of our generation – and the economic fallout that came with it – the stock market roared to record highs in 2020.

Despite facing the greatest global health crisis of our generation – and the economic fallout that came with it – the stock market roared to record highs in 2020.

It’s never too early to begin investing for your child’s future. Whether you have a new baby or a toddler running around the house, it’s worth coming up with a plan. Even if you only put away a small amount each month, every bit can make a big difference later.

It’s never too early to begin investing for your child’s future. Whether you have a new baby or a toddler running around the house, it’s worth coming up with a plan. Even if you only put away a small amount each month, every bit can make a big difference later.

Bond yields took a big leap in recent weeks over inflation concerns, with the yield on 10-year U.S. Treasuries moving up from 1.09% at the end of January to 1.46% at the February close. Rising bond rates in the past have sometimes had an adverse effect on stocks. The more attractive bonds become, as their yields rise, the more likely it is that money will begin flowing out of stocks and into bonds.

Bond yields took a big leap in recent weeks over inflation concerns, with the yield on 10-year U.S. Treasuries moving up from 1.09% at the end of January to 1.46% at the February close. Rising bond rates in the past have sometimes had an adverse effect on stocks. The more attractive bonds become, as their yields rise, the more likely it is that money will begin flowing out of stocks and into bonds.

It’s a common myth that you need a few thousand dollars to begin investing. It actually works in your favor to start investing early — even with as little as $50 a month — rather than to wait until you have a few thousand dollars saved up.

It’s a common myth that you need a few thousand dollars to begin investing. It actually works in your favor to start investing early — even with as little as $50 a month — rather than to wait until you have a few thousand dollars saved up.

Stocks were mixed in January, with a small 1.11% decline for the S&P 500® Index and a 1.42% gain for the NASDAQ Index. Bond yields continued to tick upwards in January, as economic expectations brightened. Oil prices also climbed for the third straight month, as auto and air travel continued to rebound.

Stocks were mixed in January, with a small 1.11% decline for the S&P 500® Index and a 1.42% gain for the NASDAQ Index. Bond yields continued to tick upwards in January, as economic expectations brightened. Oil prices also climbed for the third straight month, as auto and air travel continued to rebound.

This past week has seen yet another unprecedented phenomenon in the capital markets – the saga of GameStop and other companies whose stock prices have gyrated wildly.

This past week has seen yet another unprecedented phenomenon in the capital markets – the saga of GameStop and other companies whose stock prices have gyrated wildly.

As the New Year rolls around, it may be time to evaluate where you are with your investment plan & consider making some changes.

As the New Year rolls around, it may be time to evaluate where you are with your investment plan & consider making some changes.

Not sure what type of Individual Retirement Account (IRA) is right for you? You’re not alone. Both traditional IRAs and Roth IRAs offer unique benefits, but you’ll need to consider your financial goals to determine what’s right for you.

Not sure what type of Individual Retirement Account (IRA) is right for you? You’re not alone. Both traditional IRAs and Roth IRAs offer unique benefits, but you’ll need to consider your financial goals to determine what’s right for you.