Insights & Perspectives

You may or may not be interested in using cryptocurrency as a means of exchange. But what about trading in it, directly or in fund form?

As described in part 1, cryptocurrency is typically driven “by and for the people” in peer-to-peer exchanges. At least in theory, this permits it to flow more quickly and cheaply, with fewer fees and administrative hurdles.

It’s hard to scan the financial headlines these days and not spot at least one call to action related to Bitcoin’s latest moves. Has all the attention given you cryptocurrency fever, or are you at least wondering what it’s all about?

Are you out of breath trying to keep up with the breaking news about GameStop and all the other red-hot trades o’ the day? Here’s a synopsis (to date), and what it means to you as an investor.

If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that this year is behind us, here are 8 ways that we should treat our money differently and plan for the future.

Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, none of which require any heavy lifting.

With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure.

In round one, we discussed why lump-sum investing is generally expected to generate the highest returns over time. In markets that have risen more, and more often than they’ve fallen, the sooner you deploy your investable assets, the more time they have to grow. That said, general rules don’t always apply to you. Let’s look at when dollar-cost averaging may be preferred after all.