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Is Dollar-Cost Averaging in Volatile Markets Better than Investing a Lump Sum?

How should investors navigate wild swings in the stock market? Investing is never easy, especially during one of the most volatile years in the stock market’s history. Whether you have extra cash sitting on the sidelines or are second-guessing your investment strategy, it’s easy to let hindsight bias or a…

Kristin McKennaJune 23, 2020

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Converting a Traditional IRA to a Roth Before or During Retirement

It doesn't always make sense to convert a traditional IRA to a Roth IRA. Your current and projected tax rate is often a main component of the decision, but there are other issues at play. Converting a traditional IRA to a Roth doesn't make sense unless you have cash to…

Kristin McKennaMay 27, 2020

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Asset Management vs Wealth Management: What’s the Difference?

Asset Management vs Wealth Management When searching for a financial professional, you may wonder whether you need asset management vs wealth management. How are they different? Advisory firms offer a range of services and may specialize in one area too. With so many synonyms for financial advisors, it's hard to…

Kristin McKennaApril 28, 2020

Asset Management Forbes Investing Investing During a Crisis Managing Risk

What Happens to the Stock Market After a Recession?

One of the most pressing questions for investors right now is where does the stock market go from here? A recovery following the global downturn in the markets could take many shapes and history can serve as a guide for how long it could take the financial markets to bounce…

Kristin McKennaApril 8, 2020

Asset Management Investing During a Crisis

Where Does the Stock Market Go From Here? A Year From Now?

Crisis investing: where does the stock market go from here? The COVID-19 outbreak has affected us all in some way at this point. Even investors a ways off from retirement might be wondering whether it’s a good time to put money in the stock market, whether we're passed the bottom, and…

Kristin McKennaApril 4, 2020

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Tax-loss Harvesting After a Downturn in the Stock Market

Tax-loss harvesting is the process of selling an investment at a loss to offset other gains or carry the loss forward to future years. It's the ultimate silver lining: using the recent losses in your investment account to your advantage. During widespread selloffs, most equity positions have lost value relative…

Kristin McKennaMarch 30, 2020

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Here’s How You’ll Know It’s a Good Time to Invest

The COVID-19 outbreak has affected us all in some way at this point. If you're lucky enough to be bored but employed, you might be wondering whether it's an opportune time to put money in the stock market or wise to keep up with your regularly scheduled contributions to a…

Kristin McKennaMarch 28, 2020

Asset Management Forbes Investing During a Crisis

How to Prepare Your Finances for a Recession or Prolonged Market Downturn

How can you prepare your finances for a recession? Getting your finances in order for an extended period of economic difficulty or losses in the stock market will depend on your life stage and financial situation. The coronavirus outbreak has already significantly impacted the economy and financial markets, leaving investors…

Kristin McKennaMarch 27, 2020

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Should You Keep Investing Through a Recession?

There's a lot we know about the current state of the stock market, but we can only make an educated guess as to where the economy goes from here. Both are sobering to think about. As of the writing of this article, we have descended into the fastest bear market…

Kristin McKennaMarch 22, 2020

Asset Management Current events Forbes Investing Investing During a Crisis Managing Risk

The U.S. is in a Bear Market. There Could be a Recession. But This Isn’t 2008.

Are We Headed For Another Financial Crisis? It happened on March 11th: after 11 years, the S&P 500 once again entered a bear market. Defined as a decline of 20% or more from recent highs, this is the first bear market for the popular stock index since the 2008 financial…

Kristin McKennaMarch 21, 2020

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