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Don’t Rely on Headlines for Guidance on When to Invest
Market TrendsWealth Planning

Don’t Rely on Headlines for Guidance on When to Invest

When markets become volatile, it can seem like the right time to change your investment plans. Here's why you should hold tight.

3 minute read
When Markets Are Jumpy, Stay Focused on Your Goals
Market TrendsWealth Planning

When Markets Are Jumpy, Stay Focused on Your Goals

After a long spell of positive returns, it can come as a shock to be reminded that stock prices go down as well as up. The truth is, such movement is practically guaranteed.

3 minute read
Take Control of Retirement Health Care Costs
Retirement PlanningWealth Planning

Take Control of Retirement Health Care Costs

Remember to include health care costs, and a strategy to pay for them, as you invest and plan for retirement.

2 minute read
Why You Should Stick With Your Investing Plan When Markets Fall
Market TrendsWealth Planning

Why You Should Stick With Your Investing Plan When Markets Fall

One chart illustrates the rewards of keeping a balanced portfolio, even when the stock market gets sticky.

2 minute read
Economic Recoveries Reward Patience
Market TrendsWealth Planning

Economic Recoveries Reward Patience

Downturns are inevitable in the economic cycle, but reactive selling can do more harm to your portfolio than market fluctuations.

3 minute read
Why to Choose a Trust to Pass Inheritance On to Your Grandchildren
Wealth Planning

Why to Choose a Trust to Pass Inheritance On to Your Grandchildren

Setting up a trust for your family members is an effective way to distribute your assets according to your wishes while also avoiding probate. Learn about a trust’s benefits, potential drawbacks and tax considerations.

2 minute read
Is a Roth IRA a Good Fit for You?
Wealth Planning

Is a Roth IRA a Good Fit for You?

Compare the advantages of a traditional IRA versus a Roth IRA when saving for retirement.

2 minute read
Should Elections Influence Your Investment Decisions?
Market TrendsWealth Planning

Should Elections Influence Your Investment Decisions?

Election years bring predictions of how candidates could impact market performance, but history indicates otherwise.

2 minute read
Understanding Market Downturns
Market TrendsWealth Planning

Understanding Market Downturns

For prepared investors, downturns in the financial markets can represent great opportunity.

3 minute read
Rebalancing Your Portfolio Can Help Reduce Risk
Market TrendsWealth Planning

Rebalancing Your Portfolio Can Help Reduce Risk

Find out why rebalancing your investment portfolio is less about maximizing returns than managing risk.

2 minute read
Smart things to do (that many won’t) in a down market
Market TrendsWealth Planning

Smart things to do (that many won’t) in a down market

Here are the five things you can do to protect and grow your assets in a volatile stock market.

3 minute read
Ways to Minimize Tax on an Investment Portfolio
Wealth Planning

Ways to Minimize Tax on an Investment Portfolio

Here’s one way to help boost returns on your investments: Take a closer look at how taxes are impacting your portfolio.

Please note that any opinions or posts expressed in these articles do not necessarily reflect the opinions of Byline Bank.