For the first time since 2018, most investors saw a negative year in 2022. We examine several investing trends in our annual market outlook.
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.
What is Index Investing? History, Construction, Weightings and Factors
Nate Condon explains the key components of investing in index funds, including how they’re weighted, their history, and more.
2022 Investment and Market Outlook Guide
Featured in this year’s outlook is a market recap and 2022 preview from our CFA®, Syl Michelin, plus looks at sector & factor performance, index funds, several U.S. expat-focused topics, and more.
Should I Use an HSA? Three Reasons to Consider a Health Savings Account
A Health Savings Account (HSA) not only has several tax benefits as you pay for healthcare, but it can also be used as an investment vehicle.
Review and Outlook: Analyzing ESG and Sustainable Investing into 2021
While there isn’t a universal way to invest according to personal values, there are some basic criteria to help investors better understand how their investments score from a sustainability perspective.