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February Jobs and CPI reports: Impact on inflation, interest rates, and housing market
What do the latest job reports and inflation numbers mean for the economy? Find out what this can potentially mean for interest rates, housing market trends, stocks, and more.
Investing in cryptocurrency: Broad market comparisons, insights, best practices
Discover why having a solid investment thesis, regular testing, and portfolio segmentation are crucial before diving into the volatile world of crypto.
Bursting the stock market bubble theory: Injecting a dose of reality into a highly-overblown concept
When the market swells, such as it has lately, many panic that a “market bubble” is imminent. But is it a valid cause for concern, or just an overinflated ball of hot air? Here’s our take.
Beyond the ballot: Understanding election influence on market dynamics
Do politics really influence market trends? This insightful article delves into the correlation between elections and company profits, debunking myths and uncovering the true drivers of markets.
7 commons questions kids ask about money and how to answer them
From “Why can’t we just get more money from the bank?” to complex financial concepts, learn how to answer your kids’ questions about money with confidence.
Rule of 55: How it works, pros and cons, considerations
Discover how the rule of 55 can allow you to access your retirement savings penalty-free at age 55. Learn about its pros and cons, considerations, and alternative options for early withdrawals.
RSU taxes: Calculations, reporting, strategies
Learn how to calculate and report your taxes for RSUs, plus discover strategies for reducing your tax burden.
Inverted yield curve: How it works, historical examples, viability
Understand how an inverted yield curve works, its historical significance, and what it means for your investments.
Women’s History Month: Eight women who changed the face of financial services
Discover the remarkable stories of eight trailblazing women who made a profound impact on the financial services industry.
Qualified charitable donations (QCDs): Giving with IRAs, lowering taxes, satisfying RMDs
Discover the tax benefits of Qualified charitable distributions (QCDs) from IRAs and how they can help you support your favorite charities while satisfying required minimum distributions.
Solo 401k: Definition, contribution limits, eligibility, how to set up
Learn all about solo 401(k)s, including contribution limits, eligibility requirements, and how to set one up in this comprehensive guide.
S corp taxes: Eligibility, filing, converting
Learn about eligibility, filing requirements, tax management tips, and more in this comprehensive S corp taxes guide.
How to hire a lawyer: A step-by-step guide
Need to hire a lawyer but don’t know where to start? From personal referrals to online searches, here’s everything you need to know about finding the right legal representation for your needs.