Money

The New FAANG 2.0
Investing

The New FAANG 2.0

If you want to beat the stock market in coming years, stop hoping for Big Tech to return to its…

The IRS Is Watching How You Give Money to Family
Taxes

The IRS Is Watching How You Give Money to Family

Taxpayers often act as if intra-family transactions are private, informal affairs free from any outside oversight—after all, spouses typically can…

Go Small for Big Bargains
Investing

Go Small for Big Bargains

Large-cap dividend-paying stocks typically produce better-than-­average returns in volatile markets. But in 2022, the S&P 500 High Dividend Index was…

SECURE Act 2.0 Is Here
Financial Planning

SECURE Act 2.0 Is Here

Last year’s $1.7 trillion Congressional spending bill included dozens of new provisions that will alter how Americans handle retirement. What…

Investing Without Risk?
Investing

Investing Without Risk?

Some analysts are predicting a “lost decade” for stocks—meaning that by 2033, the market could wind up well below its…

Will Bond Funds Make A Comeback in 2023?
Investing

Will Bond Funds Make A Comeback in 2023?

Bonds performed so poorly last year that investors wonder if they should own them at all. The total bond market…

Is an Annuity a Bad Idea in Today’s Economy?
Financial Planning

Is an Annuity a Bad Idea in Today’s Economy?

Annuities can provide steady, reliable income during retirement, but in today’s high-inflation environment, it may not make sense to annuitize…

Defense Stocks
Investing

Defense Stocks

In the current bear market, the best defense is, well…defense stocks. Year to date, the Dow Jones US Select Aerospace…

Create a Lasting Legacy with a Dynasty Trust
Estate Planning

Create a Lasting Legacy with a Dynasty Trust

An underused estate-planning tool could benefit your descendants down through the generations—or even the centuries. Dynasty trusts, sometimes called perpetual…

Strategies to Make the Most of Your Cash in 2023
Financial Planning

Strategies to Make the Most of Your Cash in 2023

Cash is no longer trash. Yields on bank and credit union deposit accounts soared in 2022, as the Federal Reserve…

Future for TIPS
Investing

Future for TIPS

With record-high inflation, you’d think the one sure-fire investment would be Treasury ­Inflation-Protected Securities (TIPS), US government bonds designed to…

Frequently Overlooked Tax Deductions for Your 2022 Tax Filing
Taxes

Frequently Overlooked Tax Deductions for Your 2022 Tax Filing

Whether you take the standard deduction or itemize for the 2021 tax year, here’s what deductions you can take, including what has changed.

More Tax Audits On The Way
Taxes

More Tax Audits On The Way

The IRS has received nearly $80 billion in new funding and is using that money to go on a hiring…

Best Stock Funds and ETFs for 2023
Investing

Best Stock Funds and ETFs for 2023

Stock investors are facing a challenging year as high interest rates, persistent inflation and slower economic growth cause seismic shifts…

Investing in Unique Collectibles
Investing

Investing in Unique Collectibles

Tired of watching your portfolio lose value? Then maybe it’s time to invest in a championship boxing belt, a vintage…