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 everyone invest in a Roth?

Should everyone invest in a Roth?

A Roth IRA can be a great idea — but not in all situations Q: With all the debt our country is piling up, taxes have to rise. Doesn’t that make Roth contributions and conversions and avoiding pretax contributions no brainers? — Ted in Charleston A.: Ted, Getting money...
Coping with an Inheritance

Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated.Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of...
Good News for Retirement Investors

Good News for Retirement Investors

WHEN YOU THINK OF investing, you might believe you have no control over the outcome.Perhaps you think of a casino, where the “house” always wins in the end, while hapless gamblers continue stuffing hard-earned dollars into the slots, fervently hoping for a...