Ever wanted to know what's on our reading and listening lists? From personal finance-related reads to shows — and a bonus recommendation — check out some of our favorite books and podcasts. You might even find a new favorite of your own! ...
GameStop mania in context: A history of trust in the system, stock market fraud, and how it relates to your financial plan....
New year, new numbers! From a contribution limit change to tax law updates and more, get ready for 2021 with the know-how you need to make the most of your financial plan....
Calm your financial anxiety. You can’t predict the timing of market declines, natural disasters, or personal life curveballs. Yet we have a unique opportunity on the horizon. The upcoming presidential election may cause some chaos — but it doesn’t need to make your financial life...
How should you invest during presidential election years? It depends! Learn about the Presidential Election Cycle Theory and see data from election years and presidents past that you can use to develop your election year investment strategy....
When it comes to your investments, are you an adrenaline junkie or do you prefer a gentler thrill ride? Learn the difference — and how diversifying your investments could reduce volatility in your portfolio, helping you avoid some of the biggest market ups and downs....
From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether it's from an inheritance, settlement, winnings, or something else entirely, you can use these steps...
When should you invest? Instead of putting so much pressure on when to invest, put a set dollar amount into your investment account on a set schedule and let dollar-cost averaging work for you....
2020 has been a volatile year for the stock market. Volatile means sharp moves downward as well as sharp moves upward. We've seen historic swings in both directions, and these swings make people nervous. Some people react in these situations and let their emotions dictate...
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |
