Women and Estate Planning Basics

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.8 years longer than men.* That’s important because it means there’s a greater chance that you need your assets to last for a longer period of time and a greater need to plan for incapacity. It
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U.S. stocks rise as Wall Street’s winning streak grows to four days

U.S. stocks closed broadly higher Wednesday, extending Wall Street’s recent winning streak to a fourth straight day. The S&P 500 rose 0.7%, the Dow Jones Industrial Average gained 0.7% and the Nasdaq composite added 0.8%. Solid gains for technology companies led the rally, although the gains were widespread, with most of the sectors in the
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5 year-end tax tips to help you save money

Required minimum distributions generally have to be taken before Dec. 31 Workers have until the end of the year to contribute to their 401(k)s FSA funds typically have to be used before the end of the year Contribute to tax-advantaged accounts Most workers have until Dec. 31 to make contributions to employer retirement plans like
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Should You Consider Tax-Loss Harvesting?

Stock market losses can be rough on your portfolio’s bottom line, but they may also offer the potential to reduce your tax liability and possibly buy shares at a discount. Whether this strategy — called tax-loss harvesting — is appropriate for you depends on a variety of factors, including your current portfolio performance, your long-term
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Investment Strategy: Financial Market Basics

When it comes to investing, the common terminology says that you’re investing in “the markets” or Wall Street. But what do these terms mean, and how are markets defined? Simply put, financial markets are where traders and investors buy and sell assets. Markets can be used as a way for businesses to diversify risk and
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