Currently Browsing: Investor Education

Avoiding Large Losses in Your Portfolio

"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." – Warren Buffett1   Provided by Kenneth Hagel        Risk is a factor in any investment decision that you make. Your tolerance ...

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Types of Stock Market Analysis

Three different approaches. Provided by Kenneth Hagel The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. Fundamental Analysis. The goal of ...

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Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can. Provided by Kenneth Hagel Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No ...

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The Investment Risk You May Not Know About

What can you do to allay this risk?  Provided by Kenneth Hagel   Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is an ...

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The A, B, C, & D of Medicare

Breaking down the basics & what each part covers. Provided by Kenneth Hagel Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from. Parts A ...

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Should You Use 529 Plan Funds on K-12 Education?

Federal law says you can, but you may want to think twice about it. Provided by Kenneth Hagel When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles ...

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Update Your Estate Plan to Take Advantage of Tax Reform

Wealthy? MarketWatch shows you why it is smart to update your estate plan to take advantage of tax reform: https://tinyurl.com/ycm7lmol

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Choosing a health insurance plan this fall?

Are you choosing a health insurance plan this fall? Read this Forbes article: https://tinyurl.com/yc6jquom

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The Problems from Dying Without a Will

Referencing the passing of Aretha Franklin, MarketWatch notes the problems from dying without a will: https://tinyurl.com/y9mjp8yn

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Save & Invest Even if Money Is Tight

For millennials, today is the right time. Provided by Kenneth Hagel If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the ...

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