Resource Library
Topics
Our Helpful Articles
Preferred Securities Shine: A Lucrative Choice Ahead of the Fed’s Rate Cut
In CNBC’s article, “These high-yielding assets tend to do well in rate cutting cycles. What to know” Michelle Fox quotes strategist Michael Youngworth saying, “Preferreds have logged among the best average returns on a cross-asset basis, trailing only the S&P 500, into the first cut, Though risk-asset returns have typically
Navigating Retirement Planning: Key Strategies for a Secure Future
When planning for retirement, many people are unsure where to begin and how to save enough money to sustain themselves. Adam Shell, Investors Business Daily author, recently wrote, “Two out of three Americans say they worry more about running out of money than death, according to the 2024 Annual Retirement
Municipal Bonds: Tax-Efficient Gems for High Earners
Sean Carney, head of municipal strategy at BlackRock and chief investment officer of the firm’s municipal bond funds, emphasizes that municipal bonds provide investors with high after-tax income and lower volatility compared to other fixed income assets. They also serve as effective diversifiers against equity and equity-like risks. Municipal bonds
The Basics of Stock Investing
A stock, also known as equity, is a security that represents the fractional ownership of an issuing company. Units of stock are called shares, which entitles the owner to a proportionate share of the corporation’s assets minus its liabilities. It also enables the shareholders to participate in the profits of
How to Protect Your Portfolio Against Volatility in an Uncertain Market
Although the stock market has been remarkably strong to start the year, there is still a large amount of looming uncertainty present. Uncertainty leads to volatility which can be tough for investors to navigate. One of the main causes of uncertainty at the moment is the Fed’s rate cut timeline,
Strategic Advantages of a Traditional IRA
A Traditional IRA (Individual Retirement Account) is a widely used retirement savings option in the United States that offers several benefits. Contributions to a Traditional IRA are often tax-deductible, meaning that the money you put in can reduce your taxable income for the year, potentially lowering your tax bill. The
What Are Mutual Funds?
What are Mutual Funds? A mutual fund is a company, created as either a corporation or a trust, designed as an investment company used to pool money from many investors to purchase securities such as stocks, bonds, and short-term debt. The combined holdings of a mutual fund are known as
Benefits and Flexibility of Investing in a Roth IRA
Planning for retirement can feel overwhelming and cause significant stress for many Americans. According to Adam Shell, Investors Business Daily author, “More than half (61%) of Americans age 50 and older worry they will not have enough money to support themselves in retirement.” With the ambitious goal of retiring comfortably,
What Are Real Estate Investment Trusts (REITS) and How Do They Work?
According to the National Association of Real Estate Investment Trusts (NAREIT), Real Estate Investment Trusts (REITs) are companies that own or finance income-producing real estate across a broad range of property sectors. These real estate companies have to meet a number of requirements to qualify as REITs. Most REITs trade
What Are Real Estate Investment Trusts (REITS) and How Do They Work?
According to the National Association of Real Estate Investment Trusts (NAREIT), Real Estate Investment Trusts (REITs) are companies that own or finance income-producing real estate across a broad range of property sectors. These real estate companies have to meet a number of requirements to qualify as REITs. Most REITs trade
