By Tim Russell, President & Wealth Manager at Life Financial Group Originally shared on the Life in the Markets podcast — 06/2/2025 Subscribe on Apple Podcasts or Spotify. Over the past two weeks, the
Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money
Is your money gaining or losing purchasing power? The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate
This year, markets have experienced an odd phenomenon. A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1
For the best experience, consider listening to this conversation to get our complete thoughts on this subject. CAPITALISM - A DEFINITION: "An economic and political system in which a country's trade and industry are
For the best experience, consider listening to this conversation to get our complete thoughts on this subject. WHAT IS SOCIALISM - A DEFINITION: Definition of socialism (Merriam-Webster): Any of various economic and political theories
What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and
Take steps so criminals won’t take vital information from you. America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for
A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only
Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The