With the vacations, ball games, and beaches in our lives during the summer, the last thing on most people’s minds are their finances. However, the slower pace of the season offers a great opportunity to take care of a few of your financial to-do’s that take just a few minutes but can greatly help protect, simplify, and advance your financial life.
Credit card debt in the United States is at all-time highs, with almost $1.05 Trillion in outstanding balances and average interest rates of 21.59%. How else could you spend these funds if they weren’t allocated towards interest payments?
The first quarter of 2024 is now firmly in the rearview mirror. By all measures, the first quarter vastly outperformed expectations, both from an economic and a market perspective.
We are strong advocates of maintaining a disciplined, long-term approach when it comes to investing, as the data shows that the amount of time in the market yields better results than trying to time the market (correctly and consistently timing the market is nearly impossible to do).
Modern life can make managing your finances feel like trying to navigate a maze blindfolded. From bills to groceries, entertainment to savings, it's easy to lose track of where your money is going and how much you're actually spending.
VIDEO | Are you a Mint.com user facing the impending closure of the platform and uncertain about the transition process? Look no further!
Every year around this time, as the calendar turns to the new year, investors tend to have a lot of questions on their minds. What happened in the financial markets last year (i.e., in 2023)?
The popular Intuit personal finance app, Mint.com, will permanently close as of March 23, 2024. For those unfamiliar, Mint.com is a free site used by more than 25 million people to aggregate their financial accounts, create and track budgets, monitor their net worth and much more!
2023 is almost over and we’ve managed to see US equity markets rally over 20%, international developed equities over 15%, and US bonds over 5%. Additionally, US unemployment is below 4%, and close to its 10-year low, and inflation has come down to 3.14% after it peaked at 9.06% in 2022.
As we gather around the Thanksgiving table, sharing gratitude for the bounties of the year, there's another harvest worth celebrating—one that happens in the world of investing. It's called "Tax Loss Harvesting," a clever strategy that helps investors save money while navigating the ups and downs of the financial landscape.