Conventional wisdom says you should regularly rebalance your stock-and-bond portfolio back to your original long-term allocations. It makes sense to automatically reduce winning positions that...
Financial
From expert advice on investments and budgeting to discussions about economic trends and retirement planning, these articles aim to equip readers with the knowledge they need to manage their personal finances, make informed monetary decisions, and otherwise navigate the complexities of the financial world. Whether readying savings for the future or maneuvering day-to-day costs, the insightful advice equips readers to take control of their fiscal picture and achieve economic stability.
All Financial Articles
Estimated Tax Penalties: What You Need to Know
Most people don’t worry about paying federal income taxes for the year until they are preparing their returns the following spring. That’s because their employers...
Dividend Stocks Make a Comeback
Are you rattled by the threat of tariffs, inflation, political uncertainty and a slowing economy? Then it may be time to add some classic defensive...
Investing Don’ts
The volatile swings in the stock market this year have made it tough for investors to determine the best moves to protect and grow their...
Mastering Market Downturns
It is agony being an investor these days. By April 2025, stocks had lost more than $11 trillion since the beginning of 2025. The markets...
1031 Exchange Rules You Should Know
If you plan to part with a piece of investment real estate, you might be able to postpone paying capital gains taxes by using a...
Dr. Allen Sinai’s Economic Outlook for 2025
2025 has been filled with shocks to the economy, markets and investors. With dizzying speed, a bullish post-inauguration Trump stock market rally—driven by plans to...
Everything You Need to Know About Bull and Bear Markets
They may be the best-known symbols in the investment world—a bull charging forward and thrusting its horns upward, signifying good times and a sustained rising...
Are You at Risk for an IRS Audit?
Not long ago there were widespread warnings that the IRS would be adding thousands of agents and increasing audits. But the new year brought a...
Recession-Proof Your Stock Portfolio
The rollout of global tariffs has sparked fears of recession and higher inflation…and has roiled the stock market this year. Through April 8, 2025, the...
What’s the Best Medigap Plan?
Medigap can seem mystifying. With 10 different Medigap plans and multiple insurers offering each of them, selecting the best of the bunch can appear challenging....
Is Social Security Taxable? Seven Things You Should Know
Are you wondering, how much Social Security will I get? It’s a good question, but what really matters is how much you’ll get to keep....
