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I’m Confused — What the Heck is a 401(k), IRA, and Roth?

Roth—401(k)—IRA—oh my! What do all these numbers and letters mean anyway? Perhaps you know that they have something to do with retirement, but that’s all you know. It’s important to know the different options for saving for retirement so that you can get the...

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Student Loans and Marriage: Good Communication Helped Us Tackle Massive Debt

My wife, Tori, and I started dating about a decade ago. Little did we know then that we would face...

The Perils of Emotions in Investing

In many ways, emotions are life’s seasoning; they spice up what might be somewhat bland or dull. Like spice, they...

Pullbacks, Corrections, and Bear Markets

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at…

Estimating the cost of college

It doesn’t take a degree in finance to see the cost of college continues to rise.

The Ivory Tower Changes Wall Street

For as long as there has been a stock market, investors have sought a reliable framework to determine the future…

Types of Stock Market Analysis

There is no shortage of analysis for anyone interested in investing. A search for the term “stock market analysis” turned…

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can’t prevent against a loss. Ancient Chinese merchants are…

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

A Primer on Dividends

A company’s profits can be reinvested or paid out to the company’s shareholders as “dividends.”

Investment challenges of the affluent investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Investing with your heart

For some, the social impact of investing is just as important as the return, perhaps more important.