When Headlines Worry You, Bank on Investment Principles

Rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn instead to your investment principles.
News Surrounding Regional Bank Runs

While we rarely comment on breaking news, we feel it is worth talking about the current, growing number of regional bank runs.
What Is Your True Net Worth?

When it comes to calculating your true net worth, it involves a lot more than simply adding up your investment accounts and deducting money owed.
IAG CEO Brandon Jordan Awarded Enrolled Agent Status

What is liquidity? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business.
What Is Liquidity?

What is liquidity? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business.
5 Things You Can Do With An IRA That You Cannot Do With A 401(k)

IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account.
4 Ways to Apply the 80/20 Rule to Your Financial Pursuits

Ever heard of the 80/20 Rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it.
Avoiding Financial Scams and Identity Theft

You can never be too careful when it comes to financial scams and identity theft. Here are a few tips to help you avoid becoming a victim.
5 Tax Gotchas in Retirement

If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations.
People Have Memories. Markets Don’t.

One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year.