What is Portfolio Management? 5 Things Investors Should Know

What comes to mind when you hear the term “portfolio management”? Depending on where you are in your life and career, you may only be familiar with the basics, or you may have a fairly well-rounded understanding of how investment portfolios work and why they’re so important.  Regardless of where you stand—whether you’re a beginner investor looking to expand your knowledge or an experienced... Continue reading

Estate Planning Basics: How to Get Started

Estate planning is about protecting the people you love, regardless of your age and income. That’s why everyone—not just the wealthy—needs to have a solid plan in place.  But what exactly is an estate plan, what should it include, and what might happen if you never get around to creating one? Knowing the answers to these questions can give you the basic tools you need to put together a solid plan... Continue reading

How Eric Dunn, Quicken CEO, Uses Quicken for Investing

Eric Dunn, CEO of Quicken, uses Quicken for Windows on a daily basis. In this blog post, Eric shares how he personally uses Quicken to track investments. Continue reading

Socially Responsible Investing: 3 Things to Know

In today’s investing world, socially responsible investing (SRI) seems to be everywhere. While the modern practice of values-based investing dates back to the 60s—when the civil rights movement led to the establishment of community development banks in low-income and minority communities— it’s been gaining steam in recent years as investor demand climbs.  Case in point - according to the US SIF (... Continue reading

What Do You Really Know About Investing? [Quiz]

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Who Does the President's Personal Finances?

Despite being the leader of the free world, the president still has to pay personal bills, and many of them have opted not to pass off that responsibility to a financial professional. However, great diplomacy doesn’t necessarily mean great financial aptitude. In fact, not all presidents have been good at managing their money. Continue reading
How Could a Changing Economy Affect Your Savings?

How Could a Changing Economy Affect Your Savings?

Changes in the American economy not only affect jobs and wages, they often have a direct impact on your savings. And there’s no more likely time for economic change than at the beginning of a new presidential administration. While no one can predict the effects the Trump administration will have on the American economy, it's vital that you understand how changes in interest rates and inflation... Continue reading

New Year, New Presidency: How Might The Trump Administration Affect Your Finances?

Date: January 1, 2017 It’s not uncommon to want to tighten your purse a little when a new president takes office. With new policies, many economic and financial changes could be ahead. There’s been a lot of speculation about how the economy will fare under President-elect Donald Trump, but he’s been pretty vocal up front about the things he wants to achieve. Continue reading

Financial Management: Credit Card Smarts

Credit cards often get a bad rap. But by themselves, they are not necessarily evil. They can actually be useful tools in building a good credit history—and that will save you money for the rest of your life. It’s how people use their credit cards that can get them into trouble. Some bad credit card habits are easy to spot. Others are not so obvious. Some seemingly innocent moves could actually... Continue reading

Save Money on Investing

Enroll in a 401 (k) Looking for a partner in wealth? Your company 401(k) is a smart choice because you defer paying taxes on your contributions, giving you a bigger paycheck now and allowing you to save more. For example, if you contribute $200 per month, your paycheck will drop by just $150 if you’re in the 25 percent tax bracket. (This assumes you’re investing in a traditional 401(k); if your... Continue reading

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