As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled.1 An ETF is a portfolio of securities assembled by an investment company, similar to…
We review the most frequently encountered fringe benefits, including those that were and were not impacted by tax changes, in this week’s Business Tip.
Though you may not have given much thought to your financial future when you were in college, you have new financial challenges and goals to consider. We guide you through some in this Question of the Week.
Although tax reform did not eliminate the AMT, it did mute that tax considerably by increasing the AMT exemptions and by substantially raising the exemption-phaseout threshold. We explain how this affects you in this week’s Tax Tip.
If you’re saving for college, retirement, or a large purchase, it can be useful to quickly calculate how an anticipated annual rate of return will affect your money over time. We explain the Rule of 72 in this week’s Financial Tip.
There are both opportunities and pitfalls for IRA owners, and while you definitely don’t want to get caught up in a pitfall, you may want to take advantage of the opportunities. We explain in this week’s Tax Tip.
When you calculate the real return on your investments, it’s important to take two important factors into consideration – taxes and inflation. We explain in this Question of the Week.
Whether the markets are up or down, reviewing your portfolio with a financial professional midway through the year can be an excellent way to keep your investments on track. Read more in this Financial Tip.
We explain insurance benefits small businesses typically offer their employees in this week’s Business Tip.
If you’ve just discovered a BIG mistake on your tax return this year, we explain the steps to take to correct the situation QUICKLY in this week’s Tax Tip.
