Want to turn your newborn into a multimillionaire? What parents wouldn't? There's a new way to make it happen. And we're not talking about getting lucky with the lottery. To set your infant up for a secure retirement,...
Your portfolio may have a ticking time bomb in it. It could be a risk hiding in plain sight or a comeuppance waiting to happen. Rebalancing is an easy solution. What's the threat? A set-it-and-forget-it asset allocation that...
The stock market kicked off the new year on a bullish note with fresh faces at the top of the performance charts. In January, the average diversified equity mutual fund returned 2.4% to best the 1.44% returns of...
Rich people need cash just like people living paycheck to paycheck do. Enter the world of custom lending. The high-net-worth crowd, though, might need cash to buy a pied-a-terre, fund a business startup, purchase an apartment building or...
Jannik Sinner, the world's top-ranked tennis player, has a coach. So does No. 1 golfer Scottie Scheffler. But do you need a financial coach? If you want to improve your personal finance skills and get better at managing...
With the global market cap of cryptocurrencies now at $2.41 trillion, you can't blame the Internal Revenue Service for making sure it gets its crypto tax on gains. Digital currency investing is now firmly in the mainstream. About...
It's the first law of entrepreneurial success: To stand out in a crowd, differentiate your product or service. Following the herd will produce lagging results. But setting yourself apart — and filling an untapped niche — is easier...
Everybody loves a tax break they can take right away. But a new IRS rule is taking a tax perk away from some 401(k) savers who make a lot of money. Enter the Roth 401(k) catch-up. Beginning this...
Fund investors with diversified portfolios didn't fare badly in February — even though the stock market got a case of the heebie-jeebies. The stock market finished lower as the darker side of AI came to light. The average...
U.S. taxpayers who carry credit card debt can parlay this year's tax refund windfall from the IRS into even bigger gains. How so? By turning around and using the money they got back from Uncle Sam to pay...
