If you have an IRA, 401(k), 403(b), or brokerage account, you receive a statement each month. No matter how many types of investment accounts you have, knowing how to read the statements for each one is a critical part of investment planning. This short video shows you what matters most in your investment account statements. [...]
Thinking the market’s recent winning streak guarantees your retirement security? Think again. In this video, Nick from Networth Advisors explains the sequence of returns risk and why early losses in retirement can have a lasting impact.
Are you falling for these 6 common financial myths? Read our new article to learn the truth about Social Security, investing, and more.
Are you looking for a different kind of investment than stocks, bonds, and cash? In this video, Scott Hefty explores alternative assets in our investment spotlight, including what they are and why you might choose them as investments. Alternative investments cover a range of diverse assets beyond traditional stocks, bonds, and cash. Watch this quick [...]
As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. If you’re using [...]
When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. When it comes to retirement, there’s another aspect of income generation [...]
Let’s say you’ve just changed jobs. What are you going to do with your 401(k)? You may be able to convert your 401(k) to a Roth IRA, but is that a good option for you? In this article, we’ll talk about what happens when you make this conversion and give you some examples of different [...]
A target-date fund is an investing tool, often in the form of an ETF or mutual fund, that adjusts its investment strategy based on how much time there is until the target date. The investments are strategized for long-term growth when you are further away from the target date and strategized for wealth preservation the [...]
If you forgot what compounding interest was, let’s refresh. Compounding interest is the process by which the interest earned on an investment is reinvested so that the initial investment grows over time. It may not seem like it, but compounding returns is a powerful tool that can significantly increase the value of an investment over [...]
2022 was a reckoning for the crypto industry. Cryptocurrencies deemed stable collapsed while proof of overly risky, shady, and even fraudulent practices emerged among some of the most established crypto companies. Instead of getting into the weeds of what the technology of crypto is or the genesis behind its creation, it’s more important to understand [...]
