Stock Market Trust, Fraud, and Aftermath: A History
GameStop mania in context: A history of trust in the system, stock market fraud, and how it relates to your financial plan....
Investing
Calm the F(inancial) Down
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...
NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup
Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this benefit could mean for you....
Cash Surplus? 3 Things to Do With Extra Money
Have extra cash building up in your checking or savings account, but not sure what to do with it? After making sure it's truly surplus money, here's how you can choose. Whether you'll be using it in the short, intermediate, or long term — or...
How to Invest During Presidential Election Years
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....
Giving Money to Kids: UGMAs and UTMAs, 529 Plans, and More
What's the best way to give money to kids? We combined our "Giving Money to Kids" series into one all-inclusive piece so you can weigh your options. From 529 Plans and Coverdells to UGMAs and UTMAs, IRAs, and Minors trusts, you'll find it all right...
Diversify Your Investments: Are You On a Thrill Ride or Base Jumping?
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....
I Just Received a $#!+ Ton of Money … Now What?
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...
Fire Drill: Investing with Dollar-Cost Averaging
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....
Investing with Optimism
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...