Robo Advisers vs Human Financial Professionals

Robo Advisers vs Human Financial Professionals

If an investor chooses a non-human financial advisor, what price could they end up paying? Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial professional or put their invested...
Managing Money as A Couple

Managing Money as A Couple

When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult.   At some point, you will have to ask yourselves some money...
7 Risk-Management Tips for New Investors

7 Risk-Management Tips for New Investors

There are different types of investment risk. Some of the greatest market price swings in recent memory happened in 2020. The volatility may scare off new investors, especially if they lost money during the spring sell-off. Thomas Martin, senior portfolio manager at...
Three Ways Dollar-Cost Averaging Helps Investors

Three Ways Dollar-Cost Averaging Helps Investors

INVESTORS WHO WANT MORE discipline in reaching their savings goals can benefit from dollar-cost averaging. Dollar-cost averaging can lead to more consistent savings over time as money earmarked for savings is taken out before it’s spent on other items. There are...
Should You Roll Over an IRA to an HSA?

Should You Roll Over an IRA to an HSA?

You can tap money from your IRA tax-free by rolling it over to a health savings account. Find out who can benefit the most from this strategy. A HEALTH SAVINGS account is one of the most powerful tax-advantaged savings tools, but many people overlook its benefits....