As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans.
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A quote often attributed to Winston Churchill is that "it is more agreeable to have the power to give than to receive." The holiday season is a natural time to
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As the holiday season begins, it’s the perfect time to pause and appreciate what we have, both in our personal and financial lives. This is particularly
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There's an old saying that criminals rob banks because that's where the money is. However, in today's financial system, money isn't just in banks anymore, but
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For long-term investors, a growing challenge today is how to manage cash as short-term interest rates fall. What appears safe actually comes with real costs
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Washington is back in the headlines as the federal government faces a shutdown if policymakers can't reach a new funding agreement. This adds to a year in which
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The late Jack Bogle observed that "successful investing is about owning businesses and reaping the huge rewards provided by the dividends and earnings growth of
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Over the next two decades, an estimated $84 trillion will transfer from the Silent Generation and Baby Boomers to younger generations, in what economists call
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The challenge facing investors today isn't whether artificial intelligence will transform the economy, but how to maintain portfolio balance as the market
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Washington imposes an excise tax on certain long‑term capital gains realized by individuals (including grantor trusts). The tax was first effective for the 2022
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Diversification means spreading your investments across different types of assets—like U.S. and international stocks, bonds, and real estate—to reduce the risk
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Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus. This is because there can be a natural
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