Investments
Super-rich Americans are giving up on the stock market, holding historic levels of cash — here’s why and what they’re plowing their wealth into
America’s super-rich are making significant shifts in their investment strategies, with high net worth individuals now holding over 34% of their portfolios in cash, the highest level since 2002, according…
Read MoreInherited IRAs Have New Rules Again. What You Need to Know.
The aftermath of the 2019 Secure Act’s removal of the ‘stretch IRA’ has caused perplexity, transforming the landscape for non-spouse beneficiaries who previously leveraged lifetime distributions for extended tax benefits.…
Read MoreScott Burns: Are tax-deferred retirement plans really worthwhile?
Tax-deferred plans have been around for decades, and before them, shares of corporate pension plans. So why would we question their value? Enjoy this complimentary download: By submitting…
Read MoreFour Reasons to Consider Staying Invested in a Down Market
The year 2022 did not treat investors kindly, the stock market is down and consumer confidence is low. There are four reasons why you might want to stay invested in…
Read MoreCapital-Gains Tax Rates and Tax Brackets
The rules that apply to capital gains taxes are complex. The impact of these rules depends on factors such as your tax bracket and the type of investment. By understanding…
Read MoreYes, you can invest as little as $100: Here are 4 ways to get started
From college to post-grad, you have plenty of opportunities to save money and invest for your future. From investing in a retirement account to funding your first home, here are…
Read More3 Retirement Investment Mistakes Older Seniors Should Avoid
As you get older, it becomes more and more important to avoid making mistakes with your money. Nasdaq gives three mistakes that seniors should try to avoid. Enjoy this…
Read MoreOdds are, you’re better off buying an index fund. Here’s why
Mutual and exchange-traded funds are generally actively managed or passively managed. If your investments were actively managed in 2021, your returns may not have been up to par. According to…
Read MoreWhy Index Funds Are Still a Sexy Investment
When it’s time to start investing the cash you’ve earned, make sure you’re making the right choices in investments. While the latest trendy investment may sound cool, it might not…
Read More3 Reasons I Won’t Invest Like Warren Buffett
Originally appearing in Motley Fool, this op-ed discusses why investing like Warren Buffett may not be feasible for everyone. Enjoy this complimentary download: By submitting your contact information, you…
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