Investing insights & market education

In-depth articles, explainers, and perspectives on investing, markets, and long-term financial decisions.

Recent articles

Which investments can help me retire comfortably within the next few years?
Should I withdraw from my 401(k) to fund home improvements, or consider alternatives?
What equity-to-fixed-income ratio is recommended for someone my age?
Are municipal bond funds preferable to U.S. Treasury funds for residents of specific states?
What tax advantages should I consider when saving for my child’s education?
Taxable Account Allocation Metrics: What to Measure Before a Change
Are overlapping fund holdings costing me in taxes or performance?
What are the tax and fee implications of transferring brokerage accounts between custodians?
How can I optimize my tax-advantaged accounts for better long-term growth?
Am I eligible for a Roth IRA conversion at a high income level, and how does it work?
How does contributing to a SEP IRA affect my taxable income this year?
Why should I avoid pushing into a higher tax bracket when doing Roth conversions?
How can I minimize taxes when realizing gains for portfolio rebalancing?
How can I minimize taxes when withdrawing from tax-advantaged accounts?
How can I increase my monthly dividend income to meet retirement needs?
Leaving Empower Personal Dashboard: Preserve Your Financial Routine
How a Lump Sum Changes Portfolio Income: Yield, Return and Withdrawals
Savings in a Changing Rate Environment: Compare Yield, Access and Risk
How can I diversify my portfolio with ETFs before retiring in a few years?
How to Estimate Dividend Income From ETFs
Dividend Stocks vs. Funds: How to Choose Income Investments
Manage a Roth IRA Without Crypto or Options: A Practical Framework
What are the risks of having overlapping exposures in my fund investments?
How should I adjust my holdings to match a target market sector allocation?

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