Get Started
Client Login

Category: Young Investors

A person using a calculator next to a laptop, with papers, a notepad, and a pen on a desk.
  • Young Investors
4 min read

Tax Time! What to know about Capital Gains & Losses

It's everyone’s favorite time of year: tax time! As you're filing your taxes this year, you will undoubtedly be faced with a lot of tax lingo. It can be overwhelming if you are not familiar with the terminology. A common tax question is “did you buy or sell any assets this year?”. This question is really getting at the treatment of a capital gain or capital loss. Now, you may prefer to turn over the documents showing this information to your tax software or CPA, but understanding how a capital asset is taxed can help you make smart decisions during the tax year.
A person inserts a block labeled "INFLATION" into a stack of wooden blocks labeled with terms like BUSINESS, ECONOMY, and BUDGET, illustrating the impact of inflation on various economic aspects.
  • Young Investors
5 min read

The Dollars & Sense of Inflation

Inflation has been one of the hottest topics in economic news throughout 2023. Maybe you have read about inflation in the news or talked about the most recent data at the proverbial water cooler. If you have not heard about the recent bout of inflation, you have certainly felt its effects. Maybe that’s led you to ask questions like “why do we have inflation?” It is a good question, and one that has a very meaningful impact on your financial goals.
Five colorful piggy banks face an orange, five-way arrow on a white background, suggesting different financial choices or savings paths.
  • Young Investors
5 min read

Decoding Retirement Saving: Learning the Lingo of Retirement Planning

Picture this scenario: You have finished a grueling interview process. After days of studying and fielding questions in front of the mirror, you finally get the offer. The job is a perfect fit for you, the salary looks great, and you even get some nice benefits! On your first day, your HR representative asks if you want to take advantage of the company’s 401(k) plan.
Three wicker baskets filled with brown eggs are arranged on a wooden surface, alongside a rolled-up paper and scattered coins.
  • Young Investors
3 min read

Different Baskets: How Diversification Helps You Grow Wealth

It’s not an uncommon scenario for a young professional: you go to work for a company that is growing rapidly – maybe a high-tech startup or some other enterprise that is expanding aggressively into a well-defined business niche. The company does well, and the profits start rolling in. Before too long,
Illustration of hands holding insurance symbols: a car, family, and house under green umbrellas with words "Protection" and "Security.
  • Young Investors
8 min read

Risk Management: Protect What Matters Most

I have heard it before, ‘Insurance is a scam. I pay for it every month and yet I may never even use it!’ Buying insurance can often seem like an “extra” or a “nice to have” type of expense. After all, the only time most insurance pays is if something bad happens, right?
Image depicting a comparison between stocks and bonds, represented by two documents with graphs and charts, with the word "vs" in the middle.
  • Investing, Young Investors
6 min read

Taking Stock: Basic Vocabulary for Younger Investors

Have you ever heard people say things like, “The market was up today,” or “I just looked at the news, and my stocks are all down”? Or maybe you’ve seen headlines like “Investors Moving into Bonds as Rates Fall,” or “Index ETFs Gain in Popularity.” Maybe you’ve wondered about this unfamiliar language that other people seem to understand. Maybe you wish you understood more about it yourself.
Close-up of IRS Form 1040 with a pen pointing at the area for name, address, and SSN.
  • Taxes, Young Investors
6 min read

Uncle Sam’s Share: Smart Tax Basics

Benjamin Franklin said it a couple of hundred years ago, and it’s still true today: the two inevitabilities are death and taxes.
A white model car and a white model house are placed next to a burlap sack with a dollar symbol on it, set against a blurred background.
  • My Money & Me, Young Investors
8 min read

Viability of a Liability: Using Debt the Right Way

Depending on the “money culture” of the home you grew up in, it’s likely that you’ve encountered one of two attitudes toward debt: either you view it as a “slush fund” to be tapped when there’s something you want that you don’t have enough cash to buy; or you think of debt as an evil that must be avoided at all costs.
A person stands in the distance on a large, white chessboard, with stacks of coins increasing in height along one side.
  • My Money & Me, Young Investors
5 min read

The Unmatched Power of Compound Interest

As financial advisors, we often talk about different tools investors can use to earn money, save money, and even protect their money. Some of these tools include access to alternative investment options, some are tax saving strategies, others are legacy protection techniques. But of all the tools we talk about, and of all the benefits different tools can offer, there is one that trumps them all.
Photo by Jason Briscoe on Unsplash
  • Saving & Budgeting, Young Investors
9 min read

Ready to Buy Your First Home? Here’s What You Need to Know

Being a first-time homebuyer isn’t quite as easy as it looks—especially if you’re a young professional with a budding family, an emerging career, perhaps some student loans or consumer debt to tackle, and an ever-growing list of financial priorities vying for your paycheck.
Two people are sitting at a table with a laptop and documents, engaging in a conversation. One person is giving a thumbs-up sign, and both appear to be in a positive mood.
  • Young Investors
6 min read

Fall In Love With Your Finances

We may all be guilty of putting our finances on the backburner from time to time, especially when life gets hurried and there don’t seem to be enough hours in the day to, well… breathe! Between career responsibilities, family duties, and trying to remember to drink enough water (does coffee count as water?), your finances may deserve a little more love.
Hands holding a piggy bank with "Inherited IRA" written in red marker. Books, glasses, and a red marker cap are on the black wooden table.
  • Young Investors
4 min read

You’ve just inherited an IRA. Great. Now What?

Happy 40th birthday to the IRA! IRAs first became available to most of us in 1981, back when many retirees still had access to traditional pension plans. In those ensuing years, however, traditional pensions have become ever less common while so-called “defined contribution plans” (e.g., IRAs and 401(k)s) have taken their place as the predominant retirement savings vehicles.
Subscribe

Stay informed

Subscribe to receive timely financial insights and invitations to our exclusive events

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name
Sign up: