President Joe Biden and House Speaker Kevin McCarthy (R-Calif.) reached a tentative agreement to raise the U.S. debt ceiling over the weekend, allowing a ray of hope to peek through the fiscal cloud that had been hanging over D.C. This… Read more…
Are you prepared for retirement? With longer life expectancy, rising healthcare costs, and the possibility of Social Security insolvency the pressure to prepare is mounting. To help you navigate the process, here’s an overview of the key factors you should… Read more…
Portfolio shifts are a common occurrence for investors, especially active ones. Over time, assets shift out of balance from their original assigned portions and could take you out of your comfort zone. Rebalancing your portfolio realigns your assets to meet… Read more…
Warren Buffett is one of the most successful investors of all time, with a net worth of over $100 billion. Known as the “Oracle of Omaha,” Buffett has made his fortune by investing in businesses with strong competitive advantages and… Read more…
As you approach retirement age, you may be wondering what to do with the money in your retirement plan. In particular, you want to make sure you’re not losing money due to pesky fees and don’t want your asset allocation… Read more…
As tax season continues, many individuals are anticipating receiving a tax refund — and figuring out what fun item or experience they’ll splurge on. As much fun as a new ATV would be, though, it might be smarter to invest… Read more…
Science, technology, engineering and math (STEM) jobs are projected to grow 15% between 2021 and 2031. But this year is a mixed bag for many workers in these occupations. In recent months, tens of thousands of tech workers have been laid off at big firms such as Meta, Amazon and Google. Keeping this in mind, SmartAsset… Read more…
Investing can be a complex and stressful endeavor. The idea of constant monitoring, rebalancing and stock picking can be overwhelming (not to mention costly, if done incorrectly), especially for those new to investing. But what if there were a way… Read more…
The recession, inflation and COVID-19 have made a bad situation worse. Financial dependency now has aging parents living with their adult children and their adult children footing the bill for their parent’s ill-planned retirement. All while also trying to raise… Read more…
Did you start side hustle last year? You’re self-employed. Even if you only made $0.01 and didn’t get a 1099. Financial advisors and tax professionals alike are here to help but there is growing confusion about who counts as self-employed… Read more…