Helen RaleighMar 142 minRecent market selloffs may present a good buying opportunityThe coronavirus that originated in China has now spread to more than 60 countries. To date, the outbreak is responsible for 110,000 confi...
Helen RaleighFeb 211 minHow to Do the Roth Conversion RightRoth conversion has become popular in recent years as clients seeking different ways to manage their retirement income taxes. A Roth con...
Helen RaleighNov 26, 20191 minAnnual Enrollment: Should You Open an HSA?November is the month for many American workers to fill out their annual enrollment selections for next year. This is a good time to rev...
Helen RaleighMay 24, 20191 minSecret to Financial FreedomIf there is a secret to financial freedom, don't you want to hear about it? Ted Benna, who's called the "father of 401(k)," said a secure...
Helen RaleighNov 5, 20181 minSave More for Retirement in 2019The Internal Revenue Service (IRS) released new contribution limits for retirement accounts in 2019. If you are still working, now you ha...
Helen RaleighJul 14, 20181 minHere’s How Marrying Instead Of Cohabiting Can Help Bump Your Net Worth By $27,000Many of us get married because we are in love. “Being deeply loved by someone gives you strength, while loving someone deeply gives you c...
Helen RaleighJun 12, 20181 minTrump Should Focus on China, Not Fighting Trade Wars with AlliesThe Trump administration announced this Thursday that it will go ahead and impose tariffs on steel and aluminum imports from some of the ...
Helen RaleighJan 26, 20182 minShould You Invest in Bitcoin?Many people consider bitcoin a bubble or even a fraud. Jamie Dimon, CEO of JP Morgan Chase, said in October 2017 that " if you're 'stupid...
Helen RaleighJan 19, 20182 minHow to Invest in Bitcoin?Currently there are several ways to invest in bitcoin: Trade through a bitcoin exchange, a place where you can buy and sell bitcoin or tr...
Helen RaleighSep 13, 20172 minThe Basics of Bonds – Credit Risk and RatingsIn last month’s newsletter, we talked about interest risk associated with bond investing. Another significant type of risk associated wit...
Helen RaleighMay 12, 20172 minUnderstand the Morningstar's Mutual Fund RatingsThere are about 10,000 mutual funds in the U.S.. As an investor, how do you know which one is the best for you? Morningstar rolled out i...
Helen RaleighMar 15, 20173 minHow HSA Can Help You SAVE For HealthcareOne of the key components of the latest House GOP's healthcare reform act is to increase access to health savings accounts (HSAs). HSAs ...
Helen RaleighFeb 20, 20172 minThe Power of 1%My clients often ask me how much they should save. My answer is always the same: as much as you can and as soon as you can. Many people c...
Helen RaleighJan 27, 20171 minWhat Does Dow 20,000 Mean To YouThe Dow Jones Industrial Average index crossed over to 20,000 points on Wednesday. What does this mean to investors? In the following int...
Helen RaleighJan 4, 20171 minEntrepreneurship is about doing what's best for othersIn this podcast, I shared my experiences of being an entrepreneur with host, Lori Jones. To me, a successful entrepreneur is about doing w...
Helen RaleighNov 14, 20164 minTrump Presidency Won't Lead to Economic RecessionOnce the initial shock of Trump's winning passed, investors who took a close examination of Trump's economic plan could take some comfort th
Helen RaleighOct 31, 20162 minDon't Make Drastic Change of Your Investment Because of ElectionRecently, someone told me that he sold all of his investments and now held 100% in cash because he was worried about the outcome of the P...
Helen RaleighOct 11, 20162 minWhat You Need to Know About the Money Market Fund ReformYou may have heard of money market fund reform, which is due to be fully implemented by October 14, 2016. Here's a little bit background ...
Helen RaleighSep 13, 20162 minBe Aware Market-Linked CDsTraditionally, a certificate of deposit (CD) is a low risk and relatively low-return investment for extra cash you have but you don't nee...
Helen RaleighSep 7, 20161 minKeep Your Information Up-to-DateThe state of Pennsylvania just passed a new law regarding retirement accounts, which allows the state to liquidate some retirement accoun...