Financial Ethics

Written by:  Conor Clark, CFA An interest in economics and business has led me to pursue a career in investments, and six years in, I’m happy with the decisions that brought me here. One aspect of the finance industry that has always given me pause, however, is the...

IRA Contributions

Written by:  John Paul Curtin An Individual Retirement Account, or IRA, is an account that allows you to build retirement savings while taking advantage of tax-free growth on your investments. In 2019, the IRA contribution limit was raised to $6,000/year for...

Credit Ratings Explained

Written By: Conor Clark, CFA   CREDIT RATINGS VS. CREDIT SCORES Most readers are likely familiar with credit scores. Based on a person’s history of borrowing and making timely repayments (or not), a credit score is a measure of an individual’s credit worthiness....

What is a Brokerage Account?

Written By: John Paul Curtin A brokerage account is a taxable (non-retirement) account that is held at a licensed securities firm or brokerage. Typically these investment accounts are set up to link to a checking or savings account to allow for electronic transfers of...