Index Funds: Traditional and Not-So-Traditional
Index funds can offer low-cost market exposure. Learn how traditional indexing, smart beta, and quant funds differ.
Market All-Time Highs Don’t Put Your Financial Plan on Hold
Learn how to put excess cash to work when markets are near all-time highs without trying to time the next pullback.
New and Improved Tax Treatment for Qualified Small Business Stock
Shareholders can exclude from income up to 100% of the gain realized from the sale of qualified small business stock if they hold the shares for more than five years.
Treasury Signals Increased Scrutiny of Sophisticated Tax Investment Strategies
Nothing has changed in the law today, but for high-net-worth investors, it’s a reminder that investment decisions should make economic sense first—with tax efficiency as an added benefit.
Securities-Backed Lines of Credit: Convenient, but Not Without Risk
Borrowing against your portfolio can provide liquidity without selling, but the strategy comes with important risks.
Portfolio Tradeoffs: There is No Unicorn Investment
Every investment decision involves tradeoffs. Build a portfolio designed around your financial plan, not the market.
Trump Accounts, 529 Plans and Roth IRAs: Match the Account to the Goal
Learn how Trump Accounts, 529 plans and other savings options compare for your child’s financial future.
The Social Security Question Everyone Asks — But Few Ask Correctly
Learn why the best time to claim Social Security depends on your retirement strategy, not just your age.
The Difference Between a Great Company and a Great Investment
SpaceX’s potential IPO highlights a key investing question: how much future growth is already priced in?
U.S. Department of Labor Proposes Rule for Alternative Assets in 401(k) Plans
A newly proposed Department of Labor rule could make it easier for plan fiduciaries to consider alternative investments for 401(k)s.