Want to learn why ETFs are a superior option from a tax perspective? Read this post.

What if instead of buying mutual funds & exchange-traded funds (ETFs) to construct a portfolio, you owned all the underlying stocks and...

Roth IRAs provide tax-free income in retirement. In general, the more money an investor can get inside a Roth IRA, the better. In order...

There is no consistent pattern linking either a Republican or Democrat president to better stock market returns. You could stop reading...

If you own an asset like property or stock and that asset declines in value compared to the price you paid for it, when you sell that...

According to the Colorado Division of Securities, both "spoof" websites, as well as browser "pop-ups", have been reported.

Sustainable investing with its ESG screening process has outperformed conventional investing so far in 2020.

What happens if you lose 30%, 40% 50%? Do you have a game plan you're prepared to execute? Here's what we suggest.

The new SECURE Act of December 2019 affects a majority of our clients. Click to read if you might feel the impact as well.

HSAs are confusing, but many people qualify for these amazing accounts and their impressive tax benefits.

We all know that 529 plans can be valuable college education savings tools. What we might not realize is that CollegeInvest, the folks...

How quickly can an investment portfolio's performance change? This client's story will surprise you!

You know those annoying communications from your investment portfolio alerting you to a shareholder vote? Those communications are proxy...

Diversification is what's required of investors who aim to eliminate the risks unique to any one particular stock. I'm talking about...