Should You Lend Out Your Stocks? What a Securities Lending Program Really Means
If you’ve received a notice from Fidelity or Vanguard inviting you to participate in their securities lending program, you might…
Target Date Funds — Great for Getting Started, But Not Necessarily an End Game
Target date funds are a powerful tool for retirement savers—but they’re not a one-size-fits-all solution. Learn when they work best, when to reconsider, and how to choose the right one for your goals.
Proven Strategies To Defend Against Financial Fraud And Avoid The Next Ponzi Scheme
Learn how to safeguard your finances from potential scams and Ponzi schemes by identifying red flags and discovering essential insights to protect yourself and your investments from financial fraud. Learn who and what's involved with investment management to help ensure a secure financial future.
The Value of Diversification
There is no need to hunker down in just the SP500 or gold to see returns, diversification is preached for a reason. This chart shows annual returns for eight broad-based asset classes. Notice how the “leadership” changes from year to year, and how competitively the diversified portfolio performed over 20 years (see the “annualized return” column).
Understanding the History of the January Effect
Many studies confirm "The January Effect" exists, so will the monthly performance for January predict how 2023 will pan out?
Is a Roth IRA Right for You?
Do Roth IRAs make sense from a tax perspective? The first question may not be whether it’s “right” for you, but whether you’re eligible to even open one at all. That's where Roth Conversions come into play.
How to Minimize Taxes During Market Downturns
Market downturns, like the one through the first half of 2022, could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future.
New Year, New Me – Financial Resolutions 2022
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to cultivate better financial health.
Should Cryptocurrencies Be A New Asset Class?
Ask yourself three questions before you use actual dollars to buy cryptos In very simple terms, there are three main…
Why I Love Health Savings Accounts
Health Savings Accounts are a tax-trifecta savings vehicle that are often overlooked due to bias against the less popular Flex Savings Accounts.
What Can the Best/Worst Stocks of 2020 Tell us?
The 2020 performance for the major U.S. indices was nothing short of impressive, especially given the headwinds of COVID-19 and the drama surrounding the presidential election.
New Year, New Me – Financial Resolutions
News Years Resolutions - In bite size pieces Cleaning up personal finances remains one of the top resolutions every New Year.…
Where to put your next dollar
Your checking account is at an all time high and you're eager to do something more with your money. Anything…
The Markets and Coronavirus
What's happening?The last couple weeks have certainly been rough on everyone. Stock markets across the world have been on a…
Don’t Let Magical Thinking Jinx Retirement Planning
Fantasizing that the money will somehow appear isn't helpful. Here's what is.
Experts weigh in: Here’s when you should reach key financial milestones
Maybe you have an idea of when you’d like to buy your first home or retire from the workforce. But…
6 Factors That Could Influence CD Interest Rates
CD interest rates can be higher than a typical checking or savings account and are affected by these factors.
Change ahead for FINRA advisors, POWWOW interviewed for Quentara's input.
FINRA Creates New Rule to Help Seniors
"The person you named 10 years ago to be your power of attorney isn't necessarily the correct fit for today…
6 Factors That Could Influence CD Interest Rates
"Opening a certificate of deposit (CD) can be a low-risk way to save for short- and long-term goals, whether it’s…
Asian boy with large glasses reading a book
8 Financial Gift Ideas for Children
Trying to be more intentional with gifting? US News published a great article on how to be both generous and…
silver robot gray background
Why would I work with a Robo-Advisor?
Robo or Real?Robo-advisor is a term I come across multiple times a day and there are no shortage of opinion…
