If you want to beat the stock market in coming years, stop hoping for Big Tech to return to its…
Taxpayers often act as if intra-family transactions are private, informal affairs free from any outside oversight—after all, spouses typically can…
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…
Last year’s $1.7 trillion Congressional spending bill included dozens of new provisions that will alter how Americans handle retirement. What…
Some analysts are predicting a “lost decade” for stocks—meaning that by 2033, the market could wind up well below its…
Bonds performed so poorly last year that investors wonder if they should own them at all. The total bond market…
Annuities can provide steady, reliable income during retirement, but in today’s high-inflation environment, it may not make sense to annuitize…
In the current bear market, the best defense is, well…defense stocks. Year to date, the Dow Jones US Select Aerospace…
An underused estate-planning tool could benefit your descendants down through the generations—or even the centuries. Dynasty trusts, sometimes called perpetual…
Cash is no longer trash. Yields on bank and credit union deposit accounts soared in 2022, as the Federal Reserve…
With record-high inflation, you’d think the one sure-fire investment would be Treasury Inflation-Protected Securities (TIPS), US government bonds designed to…
Whether you take the standard deduction or itemize for the 2021 tax year, here’s what deductions you can take, including what has changed.
The IRS has received nearly $80 billion in new funding and is using that money to go on a hiring…
Stock investors are facing a challenging year as high interest rates, persistent inflation and slower economic growth cause seismic shifts…
Tired of watching your portfolio lose value? Then maybe it’s time to invest in a championship boxing belt, a vintage…