When Can You Withdraw From 401K

401Ks are tax-advantaged retirement savings accounts, and many people contribute money to them every single year. Sometimes employers will match those contributions, creating the potential for you to build up…

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How to Calculate Net Worth

One of the most useful and commonly evaluated financial metrics is net worth. Net worth is the value of everything you own, including financial and non-financial assets, minus everything you…

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Is it Time for a Value Play?

The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…

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How to Evaluate a Stock

There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…

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Savings Strategies

Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t…

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Sustainably Investing in Our Future

While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…

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Status Update: Young Adults in America

Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment and dramatic socio-economic turmoil. Not…

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