If you have a student who is just getting started financially – whether they have a summer gig or their first post-grad job – you can help them kick off their investing with a Roth IRA. Beginning in 2024, if you have money left over in a 529 plan, you can roll up to $35,000 […]
2022 Account Limits and Changes
Before the year wraps up, there are some accounts you can still contribute to. Certain accounts can even reduce your tax burden, so it’s worth looking into before 2023 comes. Here is an overview of important account limits, and how long you have to make contributions: 2022 Account Limits: Health Savings Account During open enrollment, […]
Should You Invest in Emerging Markets?
Emerging markets are countries that are becoming more globally engaged as they develop. Right now, some of those emerging markets include India, Russia, China, Mexico, Pakistan, Saudi Arabia, and Brazil. Some investors are hesitant to include these markets in their portfolios because of global tensions and market uncertainty. Over the past 10 years, emerging markets […]
2022 Quarter 1: Market Recap
The eventful first quarter of 2022 has weighed down market performance, a trend that is continuing into the second quarter. Despite impacts from the pandemic, 2020 and 2021 were fairly strong in terms of market performance. But as 2022 kicked off, we started to see a slump. This is not a totally unexpected response. We […]
Roundup: What to do when Markets are Down
The 2022 stock market has been turbulent so far, and that doesn’t come as a shock. Between sky-high inflation and upcoming rate increases by the Federal Reserve, investors are facing a lot of uncertainty. Here’s a look back at some of my previous posts explaining what investors should look for, and how they can manage […]
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