Latest Articles
The Wealth Paradox: Why Some High-Income Earners Have Low Net Worth
By Aaron Cirksena
How to Finalize an Estate After the Death of a Loved One
Advisors Discuss the ‘4% Rule’ and Top Retirement Tips
The Total Return Roller Coaster
More Financial Literacy Channel Articles
'Why' Just as Important as 'How' When Creating Generational Wealth
2024-03-12First-time wealth builders often fare better with advisors who can help them achieve their goals....
Credit Card Smarts: How to Maximize the Benefits
2024-02-21In the financial toolbox for everyday consumers, a credit card represents a potent double-edged...
Magnificent Seven Stocks Are in Different Sectors
2024-02-20Even if you have not heard of the Magnificent Seven stocks as a group, you likely know the...
Tough Conversations for Families as Elder Care Costs Rise
2024-01-30There is much to consider when taking on the financial or day-to-day responsibilities of elderly...
Advisors on What to Consider Before Starting a Business
2023-12-27A surge of entrepreneurship in the country started in 2020 during the pandemic and shows no...
Financial Literacy: Introducing the Money Conversation at Home
2023-12-01In a special VettaFi financial literacy video, VettaFi CMO Jon Fee and Financial Futurist Dave...
Early Retirement Takes Consideration, Planning
2023-11-21Just about everyone dreams about retiring early, but making that dream a reality takes some...
A Primer on Short Selling
2023-11-14Investing in the stock market typically brings to mind the strategy of buying low and selling...
You Should Probably Have a Will — What to Consider
2023-11-07For those wondering if now is the time to create their first will, or update the instructions of...
Financial Advisors on How Much Insurance Is Enough
2023-10-17Homeowners, drivers and other individuals in the marketplace for insurance, have a host of...
An Investor’s Guide to Money Market Funds
2023-10-10Money market funds allow investors to limit risk while earning an attractive yield.
Venerated Voices™ 3rd Quarter 2023 Rankings
2023-10-09Advisor Perspectives, a leading publisher and ranked as the #1 eNewsletter for financial advisors...
Navigating a 401(k) Rollover
2023-10-03When you hear the term “401(k) rollover,” you might envision a complicated financial transaction...
The ABCs of Treasury Bonds
2023-09-18For new investors, the world of finance can appear daunting. But among the sea of investment...
Preparing for Retirement: 5 Overlooked Financial Steps for Your 30s and 40s
2023-09-14Your 30s and 40s are arguably the best time of your life — still young and energetic, but a...
Mastering Money: How the 80/20 Rule Can Help You Save and Simplify Finances
2023-09-13Did you know that, back in 2022, the lack offinancial literacycost 15% of Americans at least ten...
What's Behind Rising College Costs and What You Can Do
2023-09-13By Rick Kahler
Since I first wrote on the increasing cost of a college education in 2011, has...
Tax-Loss Harvesting: A Helpful Tool in All Market Environments
2023-09-12Tax-loss harvesting was top of mind last year as investments across asset classes were in the...
An Understanding of High-Yield Bonds
2023-09-05High-yield bonds, often referred to as “junk” or “speculative grade,” are corporate bonds that...
What Exactly Is ETF Liquidity?
2023-08-28David Wysocki: Hi, my name is Dave Wysocki, Vice President of Sales at Harvest ETFs. I’m...
Transitioning Into Retirement: Strategies For The Final Stretch
2023-08-28ByDue
You’re nearly there! You’re nearing the age when you can finally stop working enjoy some...