Do you remember when you learned to ride a bicycle? Were you a quick learner or did it take practice? Did you start off with training wheels or a tricycle? Recent publicity about University of Virginia research studies on problem-solving and how we typically default to adding something (vs. subtracting something) when asked to change or improve a process, design, etc., highlighted the innovations of Ryan McFarland, founder for Strider bikes. This research got us thinking about the parallels between riding a bike and having discipline in investing. We'll touch on the three that stand out the most and how we think they can contribute to better financial outcomes for investors.

On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.

Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments.

Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.

Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.

Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.