Latest Articles
Building From Basics: Options Investing 101
Increasingly more investors consider options strategies when navigating market and economic...
Understanding the Advantages of Active ETFs vs. Mutual Funds
Advisors on Costs & Alternatives to Early 401(k) Withdrawals
Ignore Concerns About Medicare Advantage at Your Peril
More Financial Literacy Channel Articles
Should I Hire a Financial Advisor?
2024-12-10I am asked this question often. Friends, family, colleagues, new acquaintances I meet at school...
Thinking of Taking a Sabbatical? Here’s How to Make it a Reality
2024-11-11If you’re considering taking a sabbatical, the time off should be well within reach with a solid...
Bond ETFs Trade on Veterans Day
2024-11-11Today is Veterans Day. My father served in the army during the Vietnam War. He lives in Long...
A Guide to Downsizing With Less Pain, More Gains
2024-10-28The high cost of housing and other living expenses is prompting many individuals to consider...
Want to Increase Your Giving? Advisors Say Your Planning Should Start Here
2024-10-18Much like the rest of your financial goals, you should have a plan set in place for your giving...
Hot-Button Financial Questions Couples Face in Retirement & Beyond
2024-09-18Most American couples say they trust their spouse or partner regarding financial matters. Yet a...
How to Use HSAs for Tax-Advantaged Savings, Investments
2024-08-27HSAs are increasingly coming into use. They are a more tax-efficient means of investing,...
Advisors Share Top Employer Benefits to Maximize Savings
2024-08-23Health savings accounts and 401(k) packages with generous matches are top employer benefits that...
What to Consider Before You Invest in Rental Properties
2024-07-15Many individuals see rental properties as an opportunity to diversify their income. However, the...
The Wealth Paradox: Why Some High-Income Earners Have Low Net Worth
2024-05-08By Aaron Cirksena
How to Finalize an Estate After the Death of a Loved One
2024-04-23Losing a loved one is one of the hardest experiences you’ll go through in life. Oftentimes,...
Advisors Discuss the ‘4% Rule’ and Top Retirement Tips
2024-04-17For those ready to make the retirement plunge, it’s essential they see their financial plan as a...
The Total Return Roller Coaster
2024-04-12Here’s an interesting set of charts that will especially resonate with those of us who...
'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...