4 min read
Medicare Planning Starts Before 65
Eric Sachetta: Jul 22, 2026
6 min read
How to Avoid Capital Gains Tax on a Primary Residence
Eric Sachetta: Apr 15, 2026
If you’re wondering how to avoid capital gains tax on a primary residence, the key is whether you qualify for the IRS home-sale exclusion (often...
3 min read
What Should I Do When the Stock Market Drops?
Eric Sachetta: Oct 16, 2025
Key Steps When the Stock Market Drops: Follow a few calm rules: don’t panic-sell, and trust your plan. If you’re still building your wealth,...
3 min read
What to do When the Market is Down: Calm Approach to Market Volatility
Eric Sachetta: Jun 10, 2025
When the market is down, it’s important to remember that downturns are part of the normal cycle and not a reason to abandon your long‑term plan....
2 min read
5 Wealth Management Principles for Business Owners
Eric Sachetta: Oct 23, 2024
As a business owner, navigating the future of your enterprise is a journey filled with possibilities and challenges. Whether your business becomes a...
4 min read
How to Choose a Wealth Manager
Eric Sachetta: Jul 25, 2024
Choosing the right wealth management advisor for you is an important decision when it comes to your long-term financial future. Whether you're a...
4 min read
Comprehensive Financial Planning: Seven Elements to Address
Eric Sachetta: Apr 26, 2024
Navigating the uncertainties of life can be challenging, but with comprehensive financial planning, you're not just preparing for the...
4 min read
How Behavioral Finance Informs Investment Decisions
Eric Sachetta: Jan 31, 2024
Some people have a misconception that successful investors must be highly rational and logical. They must study market analysis and make strategic...
4 min read
529 College Savings Plan: Pros, Cons and Alternatives
Eric Sachetta: Nov 13, 2023
Considering the projected costs of a college education over the next few decades, it could cost more than a million dollars for your kids or...
3 min read
Crypto Crash Lessons: Don’t Invest What You Can’t Afford to Lose
Eric Sachetta: May 15, 2023
2022 was a year of hard lessons for a lot of investors. If you started the year feeling optimistic about your new cryptocurrency investment, you...