For the first time since 2018, most investors saw a negative year in 2022. We examine several investing trends in our annual market outlook.
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The Financial and Psychological Impact of Returning to the Workforce After a Long Absence
After spending more than 10 years out of the workforce, financial advisor Alicia Vande Ven writes about how returning has impacted her.
Year-End Financial Checklist
It’s important to review your finances and check the boxes on year-end tasks. Here’s our list of things to consider as we close out 2022.
What Should I Do with My 401k After Leaving a Job?
Thinking of changing jobs or already left your previous employer? Here are three possible options for the 401k in your old plan.
Financial Market Recap for Q3: Gimme Some Truth Podcast
In a bonus episode of the podcast, Nate and Clint sit down in the Gimme Some Truth studio to go over the insights and data from the third quarter.
As Fall Falls: A Market Perspective
As the seasons change, it’s important to remember–especially in the midst of a downturn–that the market has seasons, or cycles, of its own.
What Assets Get a Step-Up in Basis at Death?
The passing of a loved one can create a lot of financial complexity, but a step up in basis can help reduce a beneficiary’s financial burden.
How Long Will Inflation Stick with Us?
There is no lack of inflation data that we see almost daily. But the question remains – how long will this elevated inflation level last?
Recency Bias and the Fed’s Interest Rate Hikes
We examine the Fed’s rate hikes over the last year through the lens of recency bias. Are the hikes that extreme in the larger context?
ABLE Accounts in Wisconsin: Key Things to Know for WI Residents
ABLE accounts can be a bit more complex for Wisconsin residents, but they offer significant tax benefits for individuals with disabilities and their families.