It's official. The bear market is behind us. The S&P 500 finally hit a new record for the first time since 2022. And then notched multiple higher highs in the days that followed. 1...
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
What is your number one financial goal right now? What do you want to be able to achieve more than anything else financially (and in life)?
Goal-setting. It’s the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper.