21 May Four Things Investors Should Know About Stock Splits
In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 1997 and seven in 2016.1 As an investor, you may wonder...
sustainable investing Tag
18 May Real Estate for Income and Diversification
An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is the potential for a consistent income...
14 May One Way to Wealth
About 13% of U.S. families owned a business in 2019, and they tended to have higher incomes and greater wealth overall than families without a business. Business ownership also rises...
12 May Due Date Approaches for 2020 Federal Income Tax Returns
Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a copy of your...
20 Apr A Financial Wellness Plan Can Help Pave the Road to Retirement
If we've learned any lesson over the past year, it's that no matter how carefully we plan and prepare, we'll likely encounter unexpected hurdles. While a global pandemic has certainly...
16 Apr Population Peaks
Global population is projected to peak at 9.7 billion in 2064 and decline to 8.8 billion by the end of the century, according to a study from the University of...
13 Apr Are You Prepared for Pet Care Costs?
Pets can be wonderful companions. If you're spending more time alone or working from home, you may be thinking about adopting a pet yourself. But before you bring home a...
08 Apr Tax Filing Information for Coronavirus Distributions
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation included a provision that allowed qualified retirement plan participants and IRA account holders to...
19 Mar American Rescue Plan Act Provides Relief to Individuals and Businesses
On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to...
16 Mar COVID-19 and the Importance of Disability Income Insurance
The prospect of being unable to work due to an illness or injury may seem remote to many of us, particularly during our younger working years. However, the COVID-19 pandemic has...