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Growth Stocks vs. Value Stocks

Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing

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Get to Know Your Risk Tolerance

When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance

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The Benefits of Donor-Advised Funds

This material was prepared for Simplified Wealth Management’s use. As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the

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Investing During a Bear Market

This material was prepared for Simplified Wealth Management’s use. Lately, financial pundits seem to be constantly warning that a bear market is coming, arguing over

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Midyear Outlook 2022: Navigating Turbulence

LPL Research “Midyear Outlook 2022: Navigating Turbulence” features LPL Research’s economic and market forecasts for the second half of 2022. Read the full article here:

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Understanding the Charitable Remainder Trust

The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income

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Smart Ways to Save for Your Child’s Education

If you’re a parent, the start of a new school year may have you considering how much you’re able to set aside for your child’s

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The 2021 Child Tax Credit: An Overview

The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents.

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The Unique Advantages of Health Savings Accounts

These tax-advantaged savings accounts can help you cover your health care expenses A health savings account (HSA) is a tax-advantaged savings account that allows individuals

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