The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tips to avoid checking in luggage on your next vacation.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
It may help your business be better prepared in the event of the death of a principal or key employee.
The item most homeowners forget on their home improvement project checklist is insurance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How do the markets usually react to elections? Was the 2016 election any different?
When do you need a will? The answer is easy: Right Now.
For women, retirement strategy is a long race. It’s helpful to know the route.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What if instead of buying that vacation home, you invested the money?