Estate planning has become more urgent for rich people as the election nears. That's why tax laws need fixing, critics say.
Estate-tax planning is a leading topic when wealth planners and tax experts discuss how their high-net-worth clients are trying to prep their finances for a presidential election with a lot at stake ...
You make saving and spending goals but keep missing them. Don't regret - reset.
If they miss the mark, he doesn't assign blame, instill fear or lecture them about what's at stake. Instead, he tries to expand their outlook for the future. He will also try to learn if the goal ...
The U.S. port strike is over. This is what it means for transportation and shipping stocks.
The end of the three-day U.S. port strike has implications for a number of transportation and shipping stocks, say analysts.
Are the Costco platinum bars worth buying? Here's what finance pros say.
After selling millions of dollars in gold bars, Costco Wholesale Corp. is now looking to create the same buzz for another precious metal - namely, platinum. But should investors pay heed?
Why Open AI's $100 billion 2029 revenue target seems like a tech fever dream
OpenAI's transformation from a nonprofit AI research lab to a profit-driven tech giant is as controversial as it is remarkable. Since pivoting to a "capped profit" model in 2019 and cementing a deep - ...
14 energy stocks whose ample cash flow might benefit shareholders
Among the 44 remaining companies, 14 had trailing and forward FCF headroom of at least 4%, while also being rated a buy or the equivalent by the majority of analysts polled by FactSet. Here they are, ...
The S&P 500 is too tech-heavy. This alternative ETF keeps beating it.
It is no surprise that VOO has beaten SPY slightly for all periods going back to 10 years, because of VOO's lower expenses.
Mortgage rates are dropping, but the housing market is still stuck. Here's why.
The bottom line is that there is no "magic" mortgage rate that will spur home-buying activity, Palim said. Even as rates fall, which helps home buyers, there is no critical threshold at which a ...
'I feel like I'm missing something': I'm 68, divorced with two children. I've $750,000 and rent my home. Do I need a trust?
'I continue to reinvest the dividends and interest so my investments continue to grow' ...
My friend inherited a $160,000 house. Will this put her Social Security disability income at risk? What can she do?
Their daughter has been on Social Security Disability Income for 30-plus years, and also receives about $200 a month from Supplemental Security Income. Total income is about $1,000 a month. She has ...
'I believe she made a big mistake': My wife put her paycheck into a bank account with her inheritance. Do I now own 50% of those funds?
I understand that, in a divorce, a spouse is not entitled to money that their spouse inherited if those funds were not commingled in a joint account. I'm in a situation where my wife inherited money ...
U.S. stocks' remarkable 2024 run is likely to continue during the fourth quarter, history shows
Since 1950, the S&P 500 SPX has achieved a 20% increase during the first nine months of a year 10 times, including in 2024. In the nine previous instances, the index rose, on average, 2.1% in the ...