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Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

Bull & Bear Markets: A Timeline This helpful infographic will define bull and bear markets, as well as give a historical overview.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.

Even low inflation rates can pose a threat to investment
returns.

Inflation and Your Portfolio Even low inflation rates can pose a threat to investment returns.

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.

Considering alternative investments? It’s critical to sort through the complexity.

Are Alternative Investments Right for You? With alternative investments, it’s critical to sort through the complexity.

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Secrets of the Temple: How the Federal Reserve works.

How the Federal Reserve Works Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

This article discusses the common signs of mental exhaustion, highlighting warning signs to know when you’re on the verge. It’s important to note that the effects and impact of mental exhaustion aren’t relegated only to the brain and mind. If left unchecked, mental exhaustion manifests as physical health issues and chronic illness, impairing overall health and wellbeing over time. https://smartinsurance.tips/common-signs-of-mental-exhaustion-and-9-tips-to-overcome-them/

Before committing to a lease, learn what’s required, how much extra you may pay when car leasing with insurance and ways to score discounts. That way you have the information you need to decide if a leased vehicle is the right path for you. https://smartinsurance.tips/guide-to-leased-car-insurance/

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Diversification, Patience, and Consistency Three important factors when it comes to your financial life.

If you own one or more properties that you rent out, you likely need rental property insurance. Here’s what rental property insurance is, what it covers and whether or not you may need it. https://smartinsurance.tips/what-is-rental-property-insurance/

Phishing is a form of social engineering. Cybercriminals use email. social media or malicious websites to pose as a trustworthy organization or person and solicit personal information. (Learn more about the different types of phishing.) https://smartinsurance.tips/avoiding-phishing-attacks-2/

This message provides a look at how variable rates of return impact investors over time.

The Sequence of Returns A look at how variable rates of return impact investors over time.

While different states have different mandates for auto insurance, most basic car policies consist of six types of coverage. Here's what you need to know about each. https://smartinsurance.tips/what-is-covered-by-a-basic-auto-insurance-policy/

What is a Commercial General Liability Insurance? https://smartinsurance.tips/commercial-general-liability-insurance/

How familiar are you with the Federal Reserve? Here is a quick history.

The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.

All those amazing projects you’ve been saving on Instagram and Pinterest? It’s time to start crossing them off your list! We rounded up some popular home and life improvements, with how-tos from the people who, y’know, got them done. https://smartinsurance.tips/get-it-done-15-diy-projects-to-upgrade-your-home-on-a-budget/

Retirement planning is tricky enough when you plan to work until your full retirement age. It is even more so if you want to stop working years, or even decades, sooner. Can it be done? Absolutely. But unless you are independently wealthy, and few people are, it will take work and discipline. Here are five key steps to take. https://smartinsurance.tips/how-to-retire-early/

Concerned about the social impact of your investments?

Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.

7 Questions to Ask Before You Buy a Car: What to know before you head to a dealership, and what to ask once you’re there.

7 Questions to Ask Before You Buy a Car - Consumer Reports In this guide to buying a car, Consumer Reports tells you what to know before you head to a car dealership and what to ask once you’re there.

Learn How Your Policy Covers a Roof Leak. https://smartinsurance.tips/does-homeowners-insurance-cover-roof-leaks-2/

If you'd like to participate in emerging markets, what are your options?

Emerging Market Opportunities What are your options for investing in emerging markets?

Does Homeowners Insurance Cover Theft? https://smartinsurance.tips/does-homeowners-insurance-cover-theft-2/

What makes a leader? The question is more complex than it looks. https://smartinsurance.tips/in-search-of-the-definition-of-leadership/