Blog categorized as Investing

Trump Accounts (530A/Invest America Accounts): A Complete Guide for Parents

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

A Trump Account (aka a 530A or Invest America Account) is a new tax-advantaged investment account designed to help children build long-term wealth. Eligible children may qualify for a $1,000 government contribution or a $250 Dell gift. Learn how they work, who qualifies, and how to open one.
07/09/2026 09:14 PM - Comment(s)

Understanding and Navigating the Recent Market Volatility

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

Recent market volatility, driven by factors such as mixed economic data, geopolitical tensions, and interest rate speculations, highlights the importance of long-term investment strategies and seeking professional financial guidance.
08/07/2024 03:37 PM - Comment(s)

How Including Risk-Adjusted Return Can Improve Your Portfolio

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

Risk-adjusted return stands as a beacon guiding investors toward smarter, more efficient portfolio management. But what does it mean and why should it matter to you?
04/05/2024 12:38 PM - Comment(s)

5 Steps to Determining Your Risk Tolerance

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.
06/14/2023 08:54 AM - Comment(s)

Financial Market Basics

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

You know you should be investing in the market, but did you know that there are different types of financial markets? Read on to learn more.
10/10/2022 08:00 AM - Comment(s)

What are Your Investments Really Costing You?

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

In a more recent “race to zero,” many providers are now touting commission-free trading. But is that trading really free?
10/22/2021 08:00 AM - Comment(s)

Understanding Sequence Risk

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk.
01/10/2021 09:00 AM - Comment(s)