Wealth Articles
Your guide for better financial decisions.
Approaching Retirement
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and …
December 6, 2022
Demand for the Dollar
In late September 2022, the U.S. dollar hit a 20-year high in an index that measures its value against six major currencies: the euro, the Japanese yen, the British pound, the Canadian dollar, the Swedish krona, and the Swiss franc. At the same time, …
November 8, 2022
A Silver Lining in the Current Bear Market
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a substantial tax …
September 12, 2022
Recessions Can Be Driven by Fear as well as by Fundamental Economic Weakness.
In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment, remain strong. The current situation is unusual, and there is little …
August 7, 2022
Financial Security Both Before and After Retirement
Did you know you may be able to support nonprofit community organizations using retirement funds, as well as reap financial benefits for yourself by doing so? Many people have worked for years saving for retirement by contributing regularly to …
June 7, 2022
Investment Strategy
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that …
June 5, 2022