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Market volatility, COVID strains, inflation—how do you keep your investing cool?
August 2021
We break down two approaches our own professionals use to manage stock portfolios.
How often should you be rebalancing your portfolio? How exactly do you do that? And is there such a thing as “over-balancing”?
Wondering what to do with your investments when faced with market volatility? Here’s what to consider.
What is asset allocation? How do asset allocation funds work to balance your investment portfolio? Learn how to decide if it's right for you.
July 2021
Learn how to budget, save for the future and provide a reassuring framework for trying times.
Hear straight talk on the economy, markets and portfolio positioning from Rich Weiss, CIO.
Identity theft can wreak havoc on your retirement. Learn what steps senior citizens can take to help protect themselves.
June 2021
Who says investing is just for grownups? These tips will help teens start investing money in the stock market, putting time on their side.
April 2021
Learn how to protect your family from identity theft with these everyday tips to help guard your personal information and prevent identity theft.
Teenagers who save money now set themselves up for good habits in the future. Get tips for teens on how to save money, understand interest, and more.
March 2021
What do teens spend their money on—wants or needs? Learn how to teach them financial literacy skills they need to make the most of their money.
February 2021
As more millennials get married, many choose to keep their finances separate. Find out why and how to make it work.
Investing advice is readily available—but that doesn't mean it has merit. Today we set the record straight to help you achieve your financial goals.
Do married couples share debt? What happens when one spouse has debt—is the other spouse responsible? Find out how real couples manage their debts.
Should you combine your finances with your spouse after marriage? Learn if it makes sense to merge your money (or not), and how to decide.
There's a large gender gap when it comes to investing. Find out why women tend to invest less than men and what steps you can take to close that gap.
January 2021
What happens when women start investing their money? Find out what these real women learned from their investing experience, and how they got started.
If a teenager has a part-time job or a babysitting gig, do they need to file and pay taxes? Find answers to tax questions for your teen.
Ready to start investing? If you're already funding your 401(k) and ready to invest more, here are some basics you need to know.
Find out why we view Tesla as a transformative technology company positioned for growth well into the future.
Learn how to help aging parents when they run out of money—plus what you should know about Medicaid and other supportive resources.
December 2020
Presidential elections often lead to volatility in the markets. But “betting” on a political outcome is difficult and potentially costly.
September 2020
Helping manage your aging parents' finances can be challenging. Here's how to minimize your own risk when taking over your parent's finances.
November 2020
Has COVID changed how you think about your future? Get help re-evaluating your long- and short-term financial plans.
The coronavirus is not just a medical crisis. It’s also a financial one for many. Find ways to free up or get money when you need it now.
August 2020
From current expenses to future goals, many households are managing money differently during the global pandemic and recession. Here’s how.
June 2020
The pandemic is changing how we live and work. Get tips for managing it all.
When markets hit record-breaking highs (or lows), you may wonder if now is the time to invest in stock funds or sell them. Here's what you should know.
Maintaining your financial health takes some planning—and regular exams. Here’s what to know to for your next portfolio review.
You work hard to provide for yourself, your family, your legacy. So do we. Put our passion for investing to work for your future.
February 2020
Can you stop financial stress before it starts? A comprehensive plan can help you manage life’s financial hazards.
July 2020
Higher inflation is on the horizon, underscoring the importance of seeking potential purchasing power protection with TIPS.
Being successful at golf—and investing—involves considering the “long game” as well as the “short game.”
Use this checklist to get the most out of your investment account experience.
Wondering how to discuss finances with your child? Learn how to talk to your child about money and debt, and practical methods to teach them the value of money.
If your aging parents are struggling financially, learn how to help to get them back on their feet.
October 2020
Parents with the money to give down payment assistance to their child should know how much they can give, gift tax rules and mortgage lender requirements.
Make the most of your next session with your financial advisor by prepping ahead of time.
May 2020
With market swings in full swing, how do you handle your investments? Here are some pointers on managing today’s economic ups and downs.
What you need to know about the Fed and the FOMC—and how they impact your investments.
Emergencies can pop up at the most unlikely of times. Planning for the unexpected helps to cushion the financial blow. Here’s how to do it.
These key tips teach young adults about the basics of budgeting and allocating money for bills, starting an emergency fund, choosing cheap fun and more.
Many adult children serve as a caregiver for a parent. Learn how to reduce the financial and emotional impact of stepping back from work to care for a loved one.
This summer, don't take a detour from your financial plan. Get five tips to avoid common financial roadblocks and keep your portfolio on course.
June 2019
Don't let emotional "mayday" decisions ruin your financial plans.
May 1, 2019
This resolution isn't hard to keep: Reach out for financial advice.
January 17, 2019
The health of your finances and relationship as a couple may depend on regular money talks. Find out how to curb money disagreements together.
What says summer more than baseball? Take lessons from America's pastime and make sure you have all positions covered in your investment portfolio.
Estate planning isn't just for wealthy "fifty-somethings." If something happens to you, having a plan can make it easier for those you love.
Is inflation coming? Find out what you need to know about inflation and how to prepare your investment portfolio.
Given up on your new year's resolutions already? Why we think you should opt for a financial plan instead.
January 17, 2018
The roller-coaster ride of 2018 provides important reminders about market behavior—particularly after several years of consecutive returns.
December 28, 2018
Do you have money in more places than you'd planned? Take back control.
When life changes occur, don't let emotions rule your decisions. Keep these points in mind as you review your financial situation.
September 25, 2017
This year see how your spending and saving habits can set you up for financial success—or financial stress.
The recent shock to global stock markets may cause concern for investors, but it may also provide opportunities for active managers.
April 06, 2018
Gifts are important to kids. So is an education. Start a new tradition with college contributions.
December 2019
Each type of investment plays a different role in your portfolio—and presents different risks.
May 2021
Are you getting what you expect from your portfolio? Learn how different kinds of bonds can help you address your needs.
Many investors look to bonds as a steady income source. Here's why.
Chasing high-flyers or cashing out are extreme reactions to market risk and volatility. Here’s why the best choice is somewhere in between.
Can two investors get the same returns and end up with different results? Here's how timing can impact your portfolio.
Are you stuck in money markets with few growth options? Heavily invested in stocks and worried about the next market drop? Adding bonds can bring your portfolio back from the extremes.
Do you need to complement your stock holdings? The right mix for you depends on what you already have and what you need for the future.
With investments, it’s impossible to have reward without risk. That’s why you need a balanced portfolio to cover any market conditions.
There’s growing evidence that diversity affects companies’ bottom lines. Here’s how we factor DEI issues into our investment analysis.
Start teaching money lessons to your kids now—even the youngest children can learn the value of money, how to save it and the cost of spending.
Investors often wonder if they should sell their investments when the market hits a rough patch to avoid losses—but patience can be a virtue in volatile markets.
Social distancing, stay-at-home orders, lockdowns—all are taking a toll. How will you stay connected to family and community in this new world?
April 2020
How many investors think about control when trading stocks or exchange-traded funds (ETFs)? Different order types provide increased control over trading, including the price received for a security. Consider the following to expand your knowledge on how to place orders for ETFs and stocks in the markets.
June 08, 2018
Do you have everything you need to grow your portfolio? Here's how different investment types can help you fine-tune your mix.
How you think about growth depends on what kind of investor you are--just starting out, learning more or taking it to the next level. Which one are you?
Knowing what investments you need means understanding who you are as an investor.
You need growth for your future. But the path to get there depends on your current situation and what you already own. What are you missing?
The amount you need (for retirement or any other goal) depends on how much you have now, how much you plan to save over time and the average return of your investments.
Learn this Cyber Security Month how we proactively work to guard client data against the threat of cyber criminals.
Hear VP & Sr. Client Portfolio Manager Joyce Huang and Private Client Group VP Alex Fishman discuss the important role bond funds can play in a diversified portfolio—one that includes a mix of investments that react differently when markets move up or down.
Set a course for a secure future by "spring cleaning" your financial habits. Here are six tips from VP Michael Schoonmaker.
March 26, 2018
Are you in control of your online data? With data breaches in the headlines more and more, get tips to safeguard your info and protect your finances.
As part of a growing trend, investors are aligning their financial goals and values. Explore the landscape of impact investing.
July 10, 2017
Don't chance trying to time the market with your investments. Learn why your best strategy may be spending time "in" the market.
March 15, 2018
Whether you carefully planned for children, or you were pleasantly surprised, at some point finances need to be considered. It doesn't matter if Junior is two years old or 12 years old, it's never too late to make sound financial decisions for the whole family. Here are some tips to get you started.
March 06, 2018
Diversification is often touted as the most important strategy in an investor's toolkit. But what is it? And what is it not?
Investment markets can be unpredictable. But with planning and a long-term view, you can position your portfolio for various conditions. Here's how.
March 2020
We all know about market uncertainty, but 2018 made us feel its effects in a big way. Try these strategies to help tackle volatility.
January 2020
For American Century Investments, the idea of investing with the heart starts with a love story. Learn how we live the story of our founder every day.
September 2019
January 28, 2019
Looking for defensive investments to help combat market downturns?
What happens when growth stocks perform better than value stocks?
Many people rely on experts for help with financial decisions. But how do you find the right mix of experience, trust and comfort? We break it down.
April's tax deadline may seem like far off, but a few year-end tasks can put things in order before your 2018 filing.
November 2018
Diversification and consolidation may sound like investment jargon, but they're both important concepts in a portfolio. One aims to help you manage risk, while the other focuses on managing goals.
August 2019
Tax Day might seem far off, but you still have time to beat year-end deadlines to help reduce your tax bill and boost next year’s refund. Here’s how.
Talking to your kids about money can give them financial confidence as adults. These subjects will help you get started.
April 15, 2019
It's easy to get caught up in holiday spending. Finding that perfect gift can be expensive. Here are three ways to head off the bah humbugs.
November 21, 2017
As the number of security breaches rises, the more important it is to protect your personal information. Review our tips for online security.
October 10, 2017
Your family life may be changing, remember these tips to help focus on their needs and not subtract from your long-term savings.
September 18, 2017
Planning a wedding can be fun, but don't forget you're also marrying your finances. Review these tips to help avoid money conflicts with your future spouse.
September 05, 2017
On the heels of Black Friday and Cyber Monday, think about your impact.
November 28, 2017