Insights

2022 winners and losers

January 3, 2023

2022 may go down in history as one of the most difficult years for investors. We always say that past performance doesn’t predict future results, and 2022 proved why: Many

2022 was a difficult year for investors. It also proved why we say “past performance doesn’t predict future results.” We explain why along with the year’s winners and losers.

Inflation risk: What it is, and why it matters

December 28, 2022

When markets are volatile, it’s natural to look for safer investments. However, one of the most common instincts—to sell investments and keep money in cash—comes with its own risks. First,

Even “normal” inflation (the average inflation rate is around 3% a year) means that your money will buy less over time. Here’s how to manage that risk.

The tax surprise lurking in bonuses

December 19, 2022

Getting a bonus is great news, and while there’s an abundance of advice around how to spend (or save) bonus compensation, there’s less coverage about something arguably more important: taxes.

The tax and withholding rate on bonus compensation can lead to surprises… and confusion. Here’s what you need to know to make the most out of your bonus.

The tax surprise in your bonus

December 15, 2022

Everyone loves bonus compensation, but tend to carry a surprise tax hit. Sue Mazzetti looks at why this tax glitch happens and how you can prepare for it.

What is securities-backed lending?

December 15, 2022

Did you know you can use your investment portfolio as collateral? It can be a helpful tool if you need short-term financing and don’t want to sell assets.

Can securities-backed lending solve your cash dilemma?

December 15, 2022

When inflation is high, you may not want to keep too much money in cash. If you find you still need cash, your portfolio may be able to help, via SBL.

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