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Guidance for your pursuit of financial freedom

    Investments (4)88 Articles

    Copper scales are imbalanced

    Tue, May 7, 2024

    What Is the Do-Say Ratio?

    We believe a do-say ratio can reveal how a company has historically delivered on its promises. It can be an important concept for investors to consider when buying stocks — here’s why.

    A mature self-employed woman plans her retirement with a solo 401(k) at her kitchen table

    Tue, Apr 30, 2024

    Solo 401(k)s for the Self-Employed

    Self-employed? Here’s what to know about saving for retirement with a solo 401(k).

    White puzzle pieces

    Tue, Mar 19, 2024

    The 4 Stages of the Stock Market Cycle – And What Drives Them

    Take into account these four marketing cycle stages as you evaluate your own portfolio’s performance.

    White House press briefing room

    Wed, Mar 13, 2024

    3 Pitfalls of Politics and Investing… And How to Avoid Them

    Lawmakers in Washington can have a real impact on the stock market. Here’s how you can react.

    Earth From Space

    Wed, Mar 6, 2024

    Emerging Market Equities – An Undervalued Opportunity?

    The 24 countries in the Emerging Market Index represent 90% of the world’s population and 80% of the world’s GDP. So why is this market undervalued? More importantly, should you get invested?

    A mature couple sits in a roller-coaster car, ready to ride.

    Wed, Feb 21, 2024

    Avoid These Common Traps for Risky Investments

    In an age of misinformation and trendy stocks, risk-hungry investors can fall for common traps, like “herd mentality” and overconfidence. Learn what makes their motivations so sneaky and how to avoid the same mistakes.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.