January 11, 2022
When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t exactly new to the game. They’ve been around since 2003 and have […]
December 29, 2021
December effect, January effect, Santa rally and dart-throwing monkeys Back in 1972, Yale Hirsch of the Stock Trader’s Almanac proposed the existence of the Santa Rally […]
December 29, 2021
A David Letterman-inspired Top 10 List from your financial advisor Make Your 2022 Matter Well, if you’re like me, you will be thankful to make it […]
December 29, 2021
A pre-retirement checklist to make early (or earlier) retirement a reality As we approach the New Year, maybe the dream of an early retirement starts to […]
December 29, 2021
The year 2021 was marked by several major breakthroughs for cryptocurrencies. For one, new crypto applications like non-fungible tokens (NFTs) gained ground, with sales of these […]
December 10, 2021
Mutual fund investors could see a record year for capital gain distributions When an investor sells a stock for more than the purchase price, the investor […]