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Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/16/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/16/24

What is the S&P 500 and Why is it Important in Investing?

The S&P 500 is a stock market index often regarded as the best way to gauge the 500 largest and most liquid companies in the United States.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/9/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/9/24

Earnings Per Share: What It Is and Why it Matters

EPS is one of the most important metrics investors can use to analyze publicly traded stocks. Learn how to calculate and apply EPS (and more!) in this article.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/5/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/5/24

What is Risk Tolerance and Why Is It Important?

In this post, we’ll share all you need to know about risk tolerance and how it can impact your investments—and how to get a free personal risk score!

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 12/2/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 12/2/24

Getting the Most from Your 401(k) After Retirement

Evaluating your options with respect to your 401(k) at retirement? Read this post!

Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/4/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/4/24

SEP vs. SIMPLE IRAs: Which is Right for Your Business?

Self-employed and/or run a small business? Know you have different retirement plan options for yourself and your employees, including SEP and SIMPLE IRAs.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/14/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/14/24

What is a Savings Bond, and How Does It Work?

Curious to learn what savings bonds are and if they’re the right investment for you? Read our post to find out.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/18/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/18/24

Employee Stock Purchase Plans (ESPPs) and How They Work

Read this post to learn how employee stock purchase plans (ESPPs) work, when to sell shares, and more.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/17/24 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/17/24

How to Invest in Bonds: A Comprehensive Guide

Bonds are often a smart way to help diversify your portfolio as they are generally a more stable investment than stocks. Learn all about them here.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/6/24 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 6/6/24

Preferred vs. Common Stock: What to Know Before You Invest

While each type of stock represents company ownership, you’ll want to familiarize yourself with key differences before purchasing one or the other.