Kyle Woodley

1 week ago | wealthup.com | Kyle Woodley

Stock screeners and stock scanners are among the most vital tools in the investing and trading tool belt. With the push of a few buttons, you can take a wide universe of stocks, and weed them down to a select few using whatever fundamental and technical criteria you want. And believe us: The universe of stocks is wide indeed. Consider this: Nearly 4,900 U.S. stocks are listed on either the New York Stock Exchange and Nasdaq Composite alone, according to recent data from the stock exchanges.

1 week ago | wealthup.com | Kyle Woodley

Over the better part of the past century, T. Rowe Price has accumulated some $1.6 trillion in investor assets—much of which rests in the firm’s skillfully managed funds. And I really want to emphasize “skillfully managed.” T. Rowe Price really stands apart from many of the other fund mega-managers for its continued commitment and dedication to a human-centric approach to investing. While fund firms like Vanguard and BlackRock have aggressively built index-based product lineups, most of T.

1 week ago | wealthup.com | Kyle Woodley

Many people use their health savings account (HSA) from year to year, enjoying the tax savings it provides on everyday medical and health expenses. But if you have enough financial leeway, you can use your HSA to invest for the long haul. HSAs offer a “triple tax advantage” (more on that in a moment) that can supercharge the power of your pretax contributions. And what better way to get the most out of that advantage than to stuff it full of funds from Vanguard?

1 week ago | wealthup.com | Kyle Woodley

The best bond funds do a lot of heavy lifting for everyday investors. Bonds are portfolio staples that help investors achieve any number of goals—they provide a differentiated source of returns, deliver dependable income to retirees, and offer a measure of safety when the stock market isn’t cooperating. Bond funds make it much easier to own bonds.

1 week ago | wealthup.com | Kyle Woodley

Much like how you need to take care of your body and your home, your vehicles need care, too. And in the same vein, routine maintenance now can end up both extending your vehicle’s life and saving you many thousands of dollars over the long run. In just about every walk of life, it’s much better (and cost-efficient) to catch and fix a smaller problem than wait for it to ruin a major vehicle component.