Teaching Teens to Invest: The Roth IRA Way
…owned shares of a company—often proudly framed and displayed in a child’s bedroom. While stock certificates for kids are less common today, there’s another way to get them excited about…
…owned shares of a company—often proudly framed and displayed in a child’s bedroom. While stock certificates for kids are less common today, there’s another way to get them excited about…
…This new fund invests in top-rated, non-U.S. government bonds. These bonds complement our existing holdings in high-quality U.S. Treasury Bonds, Treasury Inflation Protected Securities (TIPS), and tax-free municipal bonds. When…
…8,700 Opportunity Zones across the country that offer tax advantages to attract investment to economically distressed communities. But Oregon did something “weird”: It selected downtown Portland as an Opportunity Zone,…
…retirement community (CCRC) or a traditional retirement community. There are four CCRCs and 28 retirement communities in the greater Portland area—with some big differences, financially and otherwise, between the two…
…failed to outperform their benchmarks for the 15 years ended 2018. That’s right, you’ve got about a 1-in-10 chance of picking a single fund that will simply match the market’s…
…more did not qualify for assistance. They simply fell off what’s known as the healthcare subsidy “cliff.” Time-Limited Subsidy Slopes Thanks to the ARP, however, these unforgiving cliffs have been…
…often called “blank check” companies or “reverse mergers.” SPAC founders create a shell company, which they then list on an exchange. Investors can then buy shell company shares, often without…
…a good company with a strong brand and competitive advantage? That company is likely priced at a premium relative to its peers. To profit, you’re not just betting that company…
…back to the agreed-upon plan. That way, when markets recover, you have the full complement of expected stock returns you’ve planned for to combat inflation, fuel future spending, and grow…
…performance than would have been earned by simply investing in a market-tracking index fund. Less attention, however, has been paid to how portfolio moves by large…
…the Dow is a collection of just 30 large cap U.S. stocks with a combined market capitalization of approximately $6.8 trillion. By comparison, the S&P 500 Index includes 505 large…
…American businesses have continued to find ways to profitably deliver goods and services to a growing population, and stockholders have benefited. How do these high-water marks compare with other…