Back-to-back double-digit growth years are not that uncommon, but 3 years of double-digit stock market growth is pretty darn rare. In fact, the S&P 500 has had 10% or greater growth for 3 years in a row only 11 times in the last 100 years!...
Each year, millions of Americans file their income taxes with the federal government to reconcile their tax bill. While tax season comes and goes every single year, the best time to file your tax return depends on several factors. Most of which have to do with what kind of documentation you need and your personal situation. The IRS generally starts accepting returns in late January, with the typical annual tax filing deadline being April 15th. There is no right or wrong answer as to when you should file your personal income tax return, but there are several factors to think about. Below, we will look at different filing times and best practices to consider.
The financial landscape is always shifting, and when it comes to saving for retirement, a little legislation can go a long way. For example, the SECURE Act 2.0 is a massive bill passed at the end of 2022 that, even now as we enter 2026, is still changing how your employer-sponsored retirement plans [like your 401(k) or 403(b)] will operate...
People frequently refer to the stock market as a “casino”, as if they have zero influence over the financial result of their decision(s). However, there are at least two important differences between gambling on slot machines and investing in an actual business, or a collection (portfolio) of businesses: Entitlement and predictability.
We live in the “noisiest” era in human history. Notifications, breaking news, opinions, algorithms, senseless entertainment, and advice are constantly bombarding our attention. Every day we face an overwhelming flow of information—some helpful, most distracting. The result? Many of us feel more confused than ever, even about the most important areas of our lives: how we spend our time, how we use our money, and what kind of future we want to build.
As a financial advisor, I spent a lot of my day indoors. Either sitting at a desk or a conference table. However, every once in a while, I get a chance to support a local charity and play in a golf outing, or even skip out of the office early to play a quick nine before I head back home. Here in the Midwest, we only have a few good months for the golf season. So, as I’m taking advantage of the sunshine while we have it, it has me thinking: How can golf help with money management?
The temperature here in Michigan has been sweltering. Summer has seemed to drag on, and until recently, it brought a drought with it! The unfortunate circumstances for farmers have not extended to markets, however. The third quarter brought huge gains across stock markets and modest gains across bond markets.
They come every month, but what do all the numbers mean, and how can I make sense of it all? In this article, we will explore the ins and outs of our Fidelity statement, and by the end, we’ll have a better understanding of what we’re looking at.