The Discipline of Buying Dips: Lessons from Market History
Understanding the Strategy of Buying DipsBuying the dips in the stock market involves purchasing stocks after they've fallen in price. This strategy banks on the market's eventual recovery,...
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Understanding 2025 Updates: RMDs and Inherited Accounts
Staying up-to-date with retirement account regulations is crucial, especially when it comes to inherited IRAs. With the IRS issuing new guidance for 2025, understanding these updates is vital for...
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Boost Your Savings with IRA & HSA Contributions Before Tax Day
Tax Day is fast approaching, and it's time to take stock of opportunities to reduce your tax burden and grow your savings. Two often-overlooked tools, the Individual Retirement Account (IRA) and...
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Navigating College Finances: A Guide for Students & Parents
The prospect of a new college semester is exciting for both students and parents alike. However, amidst the excitement, there looms the challenge of managing ever-increasing financial...
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Take Charge of Your Finances in Financial Wellness Month
January 2025 marks Financial Wellness Month, an ideal time for taking control of your financial health. As the new year blossoms, it's a perfect opportunity to reflect on personal fiscal goals and...
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End of the Year Tax Tips: Get Ahead with Wayfinder Capital, LLC
As the year comes to a close, it’s important to start planning for your taxes. While April 15th may seem far off, effective tax preparation is something you should be thinking about all year round,...
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How Markets React to Federal Reserve Rate Drops: A Historical Perspective
As the Federal Reserve prepares for its upcoming meeting on September 17 and 18, 2024, many are wondering whether interest rates will finally drop after months of holding steady. Historically, Fed...
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Maximizing Tax Savings When Paying for College
If you or someone in your network is a parent of one of the over 18 million students headed off to begin or continue their undergraduate studies this fall, we want to highlight an important aspect...
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