What to watch for during a presidential election year, tips on managing capital gains, opening a "kiddie" Roth IRA, plus making disaster-relief donations part of your charitable giving.

December 2019

A man holds a sticker that says, "I voted today."

5 Considerations for Investors as the 2020 Elections Approach

The 2020 election season is about to kick into high gear. What could that mean for your investments?

Five Important Considerations When Managing Capital Gains

If your investments have increased in value, you may be thinking about selling. Before you sell, create a plan for managing those capital gains.

Should You Open a Roth IRA for Kids?

If you child has earned income, there could be benefits to opening a Roth IRA in your child’s name.

After the Storm: Make Your Disaster-Relief Donations Count

Charitable giving throughout the storm season can be an effective way to make a difference for others—and your tax strategy—if you do it as part of your investment plan.

Manage Your Investments Your Way

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