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Nancy Zambell

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Artificial intelligence (AI) is everywhere these days, and personal finance is no exception. In this month’s issue we’ll dive into the next generation of personal finance apps, the new tools available to savers and investors, and how to deploy them in your daily lives to optimize your financial wellbeing.
With declining investor interest and widespread criticism of “woke capitalism,” socially conscious investing is ditching the “ESG” label in favor of a more pragmatic strategy: transition investing.
Passive real estate investing is surging in popularity as it promises the wealth-building power of real estate without the headache of managing properties and tenants. This month’s issue features the pros and cons of passive real estate investing, the types of opportunities available to investors, and what you need to know before you get started.
From stamps and coins to art, cards, cars and even wine, collectibles have been rapidly growing their share of the global financial markets. And while some portfolio managers may position them as “alternative assets,” are collectibles even really investments? More importantly, are they worth your hard-earned money? This month, let’s look at the trends of the booming (and busting) collectibles market.
Most of us never take practical economics classes that dive into everyday finances, how to save, how to invest, or how to plan for the future. If you’ve taken an economics class at all, you probably learned more about supply and demand than you did about setting aside an emergency fund. That means that most of what we “know” about money we learned from our parents or just sort of picked up as we went along. So this month, let’s put to rest some of the most pernicious money myths and unfounded beliefs that keep us from achieving our long-term financial goals.
There’s no such thing as a perfect market timing system, which is why we use tried and true fundamental and technical analysis to find stocks like these.
The end of the year is a time for friends, family, holidays, and celebrations of all stripes. It’s also (unfortunately) a time to do some year-end clean up of your portfolio, harvest some tax losses, and get started on planning for 2024. So, to give you a head start before you have to meet your accountant, this month we’re exploring tax credits, including some you may have never heard of, and the most important numbers you need to know when planning for the year ahead. Plus, we’ll highlight some tax-efficient investments to save you money next year.
With mortgage rates leveling off and housing prices still elevated, here’s everything you need to know to confidently buy a new home in less-than-ideal conditions.
As an inveterate shopper, I’m always on the hunt for the best deals—whether it’s for clothing, appliances, autos, and especially stocks!
Here is how you can reduce your tax liabilities at the end of the year—some you will know about, and some you may not be familiar with.
If you invest in the stock market through mutual funds, you know the year-end distributions can be taxable. Here’s how to minimize that.
Most financial planners agree there are seven levels of wealth. Hiding in plain sight in those levels are three great reasons to invest in stocks.
Special FREE Webinar Offer – SIGN UP TODAY! Growth & Income-Producing Stocks for an Inflationary Environment Save the Date: Thursday, August 18 at 2:00 PM ET SPECIAL EVENT: Join expert Nancy Zambell, Chief Analyst of Cabot Money Club Stock of the Month, to learn: The best sectors for inflation How to buy growth and play
It’s been a rough six months for investors. But there are reasons to stay invested in a down market. Here are two things you shouldn’t do.