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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT IS Video
Mike Townsend takes a closer look at the SECURE Act, the most significant change to retirement savings law in at least a decade.
Learn about two different withdrawal strategies that can be used to efficiently manage your taxes in retirement.
Find out how the concept of withholding works and the important role it plays in managing your taxes efficiently.
On this episode of Trading: Up-Close, Joe Mazzola takes a look at three key measures of financial strength you can look at before buying stock in a company.
How to decipher the Fed’s quarterly “dot-plot” chart.
On this episode of Bond Market Today, Kathy Jones explores some of the issues that come with sitting solely in short-term investments when the yield curve is flat to inverted.
The Relative Strength Index, or RSI, is a technical indicator measuring the strength and momentum behind a stock's recent price moves. It can give you a sense of when a stock might have become over or undervalued, and possibly ripe for a reversal.
Here are five steps women can take right now to get on top of their finances that are both practical and empowering.
On this episode of Trading Up-Close, Lee Bohl explains the differences between simple moving average (SMA) and exponential moving average (EMA).
On this episode of Trading Up-Close, Lee Bohl explains what Average True Range is and how it can be a useful tool for setting exit levels as a part of your risk-management strategy.