Insights

Guidance for your pursuit of financial freedom

Sign up for Fool Wealth Weekly

    Latest Articles

    What We Know (And Don’t Know) About Today’s Stock Market

    Wed, Jun 29, 2022

    What We Know (And Don’t Know) About Today’s Stock Market

    What do we know about the relationship between the stock market’s returns and slowing economic growth? In each one of the last six recessions, except the first part of the 1980s double-dip recession, the stock market bottomed before economic growth fell to its low.

    Wealth Planning for Empty Nesters

    Tue, Jun 28, 2022

    Wealth Planning for Empty Nesters

    Empty nesting is undoubtedly a major life change—and you may be feeling an emotional and physical loss. You’re probably facing some financial changes too. So, as you go through the process of reinventing your life as an empty nester, reevaluate your financial state too. Here are some things to consider.

    A Ray of Hope for Today’s Market

    Wed, Jun 22, 2022

    A Ray of Hope for Today’s Market

    This year's performance of the U.S. stock market is a trademark of challenging times. After entering bear territory for a bit in June—meaning the S&P 500 fell at least 20% from its high—investors are grappling with a significant loss of wealth. But this chart may offer a ray of hope.

    Wealth Planning: Suddenly Single After a Divorce

    Wed, Jun 22, 2022

    Wealth Planning: Suddenly Single After a Divorce

    No one goes into marriage thinking they’re going to get a divorce. Unfortunately, about half do. During this usually painful period, you may be wondering what it means for yourself, your family, and your finances. Here are three steps you can take after a divorce to help ease the burden of planning for your financial future.

    A Backdoor Roth IRA: What's All the Hoopla

    Wed, Jun 15, 2022

    A Backdoor Roth IRA: What's All the Hoopla?

    Do you want your assets to compound tax-free for the rest of your life, and beyond? Who wouldn’t! This strategy could be just what you’re looking for.

    Tue, Jun 14, 2022

    Wealth Planning: Raising a Family

    Most people want to give their children the world. But as wealth planners, we know that the best financial gift you can give your children is to ensure you are on financial footing.

    Amazon gift card offer

    Special Offer

    New Clients: it’s a special, limited-time offer...

    We believe the actions you take in a down market are just as important – and potentially even more important – than the decisions you make when the market is up.