scroll50-dblclk

reii-ret3st

reii

ret3lp

Saving for Retirement

Learn how much you may need to retire, how tax-advantaged retirement accounts work, and more

Plan your retirement

What Is an HSA?

Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.

October 09, 2024 • Patrick Means

#bcn-card--image--6698{display: none !important;}

#bcn-card--image--2235{display: none !important;}

Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

October 09, 2024

#bcn-card--image--4825{display: none !important;}

Roth IRA Conversion and Taxes

How to make the most of a Roth IRA conversion.

August 12, 2024

#bcn-card--image--8827{display: none !important;}

Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

July 12, 2024

#bcn-card--image--6014{display: none !important;}

Measuring Portfolio Performance

The Sortino ratio focuses only on the downside risk of a portfolio, which is what short-term investors may want if they've got a short-term goal. The higher the Sortino ratio, the better the risk-adjusted return.

June 27, 2024

Prioritize your finances

#bcn-card--image--1582{display: none !important;}

What Is an HSA?

Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.

October 09, 2024

#bcn-card--image--5463{display: none !important;}

Credit Card Points: 5 Mistakes

Using credit cards to get rewards could feel like a game, but it may have consequences. Avoiding these five mistakes could help you win.

September 12, 2024

#bcn-card--image--1118{display: none !important;}

7 Common Car Buying Mistakes

Buying on emotion is just one potential car-buying pitfall. Here are seven other common mistakes and what you can do to avoid them.

August 14, 2024

Learn investing basics

What's Dollar-Cost Averaging?

Investing set amounts at regular intervals over time—also known as dollar-cost averaging—can help you manage timing risk and stick to your long-term plan.

September 26, 2024

#bcn-card--image--8490{display: none !important;}

#bcn-card--image--7409{display: none !important;}

Fully Paid Securities Lending

With fully paid lending, shareholders receive income for loaning out shares. Investors who borrow shares can use them to sell short, cast votes, or ensure that trades clear.

September 17, 2024

#bcn-card--image--6798{display: none !important;}

Scary Headlines and Your Money

Do scary headlines make you want to get out of the market? Rather than react emotionally, consider this 3-step plan to help protect your money from the news and noise.

September 09, 2024

#bcn-card--image--6532{display: none !important;}

Stock Buybacks: 2024 & Beyond

Stock buybacks have boomed in recent years. With corporate cash flows remaining high and potential rate cuts from the Fed, the trend appears set to continue.

September 06, 2024

#bcn-card--image--9307{display: none !important;}

Limitations of Market Indexes

How stock market indexes are calculated can skew their data. Learn about index limitations, using indexes effectively, and other tools that might help with investment decisions.

September 03, 2024

#bcn-card--image--1893{display: none !important;}

Understanding analyst ratings

Research analysts assign buy, sell, hold, and other ratings to stocks in their reports. What do these stock ratings mean, and how can you use them?

August 20, 2024

Automate your investing

#--bcn-image--2155{display: none !important;}

Portfolio Management

What's Dollar-Cost Averaging?

Robo Advice

Robo-Advisors and Emotions

Manage your portfolio

#bcn-card--image--6979{display: none !important;}

Fully Paid Securities Lending

With fully paid lending, shareholders receive income for loaning out shares. Investors who borrow shares can use them to sell short, cast votes, or ensure that trades clear.

September 17, 2024

#bcn-card--image--9691{display: none !important;}

Scary Headlines and Your Money

Do scary headlines make you want to get out of the market? Rather than react emotionally, consider this 3-step plan to help protect your money from the news and noise.

September 09, 2024

#bcn-card--image--1779{display: none !important;}

How to Hedge a Correction

How to use S&P 500 put options for temporary downside portfolio protection when concerns over an event-driven sell-off are elevated.

July 16, 2024

Explore more topics

IRA 401(k) Taxes Investments Trusts Wills Portfolio Management Rebalancing

0722-258L

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.