Latest articles - Page 7

Age-based 401(k) savings targets: By age 30, save 1x salary; by 40, 3x; by 50, 6x; by 60, 8-10x; by 65-67, 10-12x. This helps answer how much should I contribute to my 401k.

Retirement and Savings Accounts

How Much Should I Contribute to My 401(k)?

Timothy Mayert • 10 April 2026

Hands reviewing tax forms with a calculator and laptop, emphasizing year-end tax planning for maximum savings.

Tax Planning Strategy - Maximize Savings All Year

Timothy Mayert • 10 April 2026

Table showing 2025 and 2026 contribution limits for various retirement plans, including solo 401k contribution limits 2026.

Retirement and Savings Accounts

Solo 401k Contribution Limits 2026 - Maximize Your Savings

Jaydon Hessel • 9 April 2026

Andrew Slimmon discusses the setup into earnings season, noting it can be dangerous if expectations are high. He mentions the market's focus on macro issues.

Investors and Firms

Morgan Stanley Earnings Call - What Really Matters?

Everett Hauck • 8 April 2026

Social Security earnings test rules: Under full retirement age, $23,400 limit. Year you reach full retirement age, $62,160 limit. After full retirement age, no limit. This helps answer "how much can I earn while on Social Security in 2025".

Retirement Planning

Social Security Earnings Limit - What You Need to Know

Everett Hauck • 7 April 2026

Comparing 403(b) vs. 457(b) retirement plans. Both offer tax-deferred growth for public school and government employees.

Retirement and Savings Accounts

403b vs 457b - Which Retirement Plan Is Right For You?

Timothy Mayert • 6 April 2026

A basket of fruit, symbolizing a Treasury ETF, with text explaining it holds US Treasury securities.

Vanguard Short-Term Treasury ETF (VGSH) - Is It Right For You?

Everett Hauck • 6 April 2026

A hand hovers over a smartphone displaying the Truth Social app, with a purple, blurred image of a face in the background, perhaps hinting at the dwac stock price.

DWAC Stock Price - Is it DJT Now? Your Guide to Trading It

Jaydon Hessel • 6 April 2026

A man carries a stack of coins, symbolizing a carry trade strategy of borrowing low and investing high for profit.

Currency Carry Trade Explained - Risks, Returns, & When to Use It

Jaydon Hessel • 5 April 2026

Diagram shows how tax-loss harvesting works: buy stocks, sell one for gain, sell another for loss, then use the loss to offset gains and reduce taxable income.

Tax-Loss Harvesting - Maximize Savings, Avoid Wash Sales

Everett Hauck • 5 April 2026

Infographic on ETF strategies, covering what ETFs are, asset classes, types of ETFs (including sector ETFs), benefits, and challenges.

Sector ETFs - The Smart Way to Invest in Specific Markets

Timothy Mayert • 4 April 2026

Golden ETF text hovers over a laptop displaying a stock chart, symbolizing investment opportunities.

VWOB ETF - Is This EM Bond Fund Right For Your Portfolio?

Timothy Mayert • 4 April 2026

Visual guide to understanding market sectors, including a pie chart, sector rotation process, key benefits graph, and common pitfalls.

Stock Market Sectors Explained - Invest Smarter Now

Timothy Mayert • 3 April 2026

Profit/loss graph for a short iron condor strategy, showing limited profit and loss zones.

Short Iron Condor - Your Guide to Defined-Risk Range Trading

Everett Hauck • 3 April 2026

Infographic detailing HSA pros like pre-tax contributions and cons like high-deductible requirements, with a stylized ambulance and money box.

Retirement and Savings Accounts

HSA Investment - Maximize Growth & Medical Savings

Jaydon Hessel • 1 April 2026

HRA vs HSA: employer-funded, employer-tied HRA vs. employee-funded, portable HSA with withdrawal penalties.

Retirement and Savings Accounts

HRA vs. HSA - Which Is Best for Your Health & Wealth?

Timothy Mayert • 31 March 2026

Bar chart comparing VPU and XLU performance. The VPU stock price shows a steady upward trend, while XLU's performance is more volatile.

VPU Stock Price - Is It the Right ETF for You?

Timothy Mayert • 31 March 2026

Children in a classroom, with imagery of the IRS and Statue of Liberty, hinting at the 2026 child tax credit.

Child Tax Credit 2026: Maximize Your Family's Benefit

Jaydon Hessel • 31 March 2026

The Sortino Ratio is a risk-adjusted measure of portfolio performance that focuses on downside risk.

Sortino Ratio Explained - Master Downside Risk Analysis

Jaydon Hessel • 30 March 2026

Rachel Wilson at Morgan Stanley is wary of online scams, as indicated by the prominent "SCAM" alert and icons for security, shopping, and communication.

Investors and Firms

Cybersecurity in Wealth Management - Is Your Money Safe?

Everett Hauck • 30 March 2026

Visual guide to alternative investments: Private Equity, Infrastructure, Private Debt, Venture Capital, Commodities, Real Estate, and Hedge Funds. Essential for alternative investment advisors.

Alternative Investments - Navigate Complexity & Maximize Returns

Timothy Mayert • 29 March 2026

Chart shows hypothetical investment growth over 10 years. Investor 1 with low cost ETFs (0.15% expense ratio) achieved 60.5% return, outperforming Investor 2 (0.4% expense ratio) with 56% return.

Low-Cost ETFs - Beyond Expense Ratios, Real Savings Explained

Everett Hauck • 29 March 2026

Steps for building effective trusts and estates: basic documents, review & update, advanced strategies, and annual review & simulations.

Estate Planning

Estate Planning Basics - Make Your Plan Actually Work

Jaydon Hessel • 28 March 2026

Flowchart illustrating the relationships between option pricing factors and the various "Greeks," including 1st, 2nd, and 3rd order Greeks.

Option Greeks Explained - Master Risk, Not Just Direction

Timothy Mayert • 27 March 2026

Infographic explaining what is disability insurance, its benefits like income replacement, and how to design a policy.

Insurance and Annuities

Disability Insurance - Your Guide to Protecting Your Income

Jaydon Hessel • 26 March 2026

Ryan Selkis, a speaker with a beard, holds a microphone and wears a grey blazer over a white t-shirt.

Investors and Firms

Ryan Selkis - Crypto's Power Player & Messari Founder

Timothy Mayert • 25 March 2026

Table shows 2025 and 2026 limits for IRA, HSA, and 401(k) accounts. The 401(k) deferral limit increases to $24,500 in 2026.

Retirement and Savings Accounts

2026 401(k) Contribution Limits - Maximize Your Savings

Everett Hauck • 25 March 2026

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