Investment Tips

How Much Do I Need to Retire? A Financial Pro Breaks It Down

A man appears to be thinking and has a thought bubble above of his head with a dollar sign in it.

How much is enough to save for retirement? It’s the million-dollar (or more) question every pre-retiree is asking, and it can be incredibly confusing and overwhelming to answer. I’ve come across many articles, videos and statistics about how much you need to save to retire comfortably. Clients often come to me for guidance on this.

How Much Do I Need to Retire? A Financial Pro Breaks It Down Read More »

Don’t Have a 401(k)?—Here’s How to Get Going on Your Own

Don't Have a 401(k)?—Here's How to Get Going on Your Own

You probably know how valuable it is to save for retirement—funding a 401(k) is a popular option. But what can you do if you’re self-employed or your employer doesn’t offer one? Fortunately, you can still open a retirement account as an individual. We’ll walk you through some of the best options, such as traditional IRAs,

Don’t Have a 401(k)?—Here’s How to Get Going on Your Own Read More »

1 Top Cryptocurrency to Buy. Michael Saylor Predicts It Will Soar 17,696%.

1 Top Cryptocurrency to Buy. Michael Saylor Predicts It Will Soar 17,696%.

The idea isn’t quite as far-fetched as it sounds at first glance. There haven’t been many investment success stories throughout history that can hold a candle to Bitcoin (BTC -1.33%). The world’s original cryptocurrency, still the largest today, was launched in 2009 and has appreciated by over 20,000% since 2014. One of Bitcoin’s most prominent

1 Top Cryptocurrency to Buy. Michael Saylor Predicts It Will Soar 17,696%. Read More »

2 Super Growth Stocks to Buy in Bunches in August

2 Super Growth Stocks to Buy in Bunches in August

Amazon and Shopify have what it takes to deliver big wins for shareholders. 2025 is zooming by, and August is rapidly drawing to a close. While the market has experienced some big swings this year in response to macroeconomic developments, geopolitical concerns, and shifting developments around the valuation outlook for artificial intelligence (AI) companies, growth

2 Super Growth Stocks to Buy in Bunches in August Read More »

4 Money Habits Boomers Swore By That Millennials Are Walking Away From

Two women discussing finance

Many Baby Boomers have done well for themselves financially. In fact, an Allianz global wealth report found that Baby Boomers — born between 1946 and 1964 — have become the wealthiest generation in history. But across housing, investing, retirement planning, and careers, Millennials are rewriting the playbook Boomers used. Not because the old rules were

4 Money Habits Boomers Swore By That Millennials Are Walking Away From Read More »

How Stock Trades By Members of Congress Could Affect Your Portfolio and Why It Matters

How Stock Trades By Members of Congress Could Affect Your Portfolio and Why It Matters

Key Takeaways Lawmakers make more trades on days Congress is in session and step up activity during periods of elevated geopolitical risk. High levels of volatility are associated with a surge in buy orders from members of Congress, suggesting some treat policy fog and market stress as entry points. While trackers shadowing particular politicians or

How Stock Trades By Members of Congress Could Affect Your Portfolio and Why It Matters Read More »