Divorce rates are on the rise for those over the age of 55. Learn about the financial implications of this significant life event and get guidance on how to navigate the many considerations individuals face.
Learn why we use time-weighted return as a reporting metric and see how it gives you an accurate picture of portfolio changes over time.
The Presidential Election Cycle Theory states the stock market is weakest in year one of a presidential term and then improves. Is it a theory you can rely on?
Contributions made to a 529 are made with after tax dollars, but the earnings on the contributions grow tax deferred, and withdrawals made for qualified expenses are tax free.
When should you start drawing Social Security income? We’ll help you maximize this retirement benefit on this edition of Project Wealth.
There are two types of mainstream passive investment tools, index mutual funds and exchange traded index funds (ETFs). In this post, we compare the two.
Do you know that you can give assets to a charity and still receive income from those assets? We’ll explain charitable giving on this edition of Project Wealth.