The Risk in IPOs
The best time to buy a company’s stock is when you can get in on the ground floor, at the initial public offering. Right...
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The Newly-Passed SECURE Act 2.0
Raise your hand if you think Congress should get out of the habit of passing tax legislation hours before the end of the...
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Career Asset: Your Other Portfolio
Your home is your most valuable asset, right? Or maybe it’s your retirement portfolio. Chances are, if you’re under the...
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Whipsawed Explained
Short-term traders often get whipsawed; it is an occupational hazard of trying to predict the fundamentally unknowable...
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Dividends and Harvesting Losses
’Tis the season for taxable dividends and capital gains to show up in your mutual fund account—and on your tax return.
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Fiduciary or Pretender
Many brokerage offices might assure you, verbally, that they follow a ‘best interest’ standard, but that term is...
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Roths on Sale
If you believe, as many financial professionals do, that tax rates are going to go up in the future, then paying taxes...
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How Savings Beat Returns
Savings rates matter more than rates of return, and seemingly small changes in savings habits can add up dramatically...
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Four Ways To A Happier Life
Harvard professor says ‘winning a $20 million lottery won’t make you happier in life’—but these 4 things will.
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Fearlessly Awful Forecasts
When you look back on some of these economic predictions, you see that there is a bit of a gap between what was forecast...
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The Downturn in Perspective
It’s natural to look at returns this year and want to stop the bleeding, but that would mean selling and taking the risk...
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Personal Savings Rate Up, Then Down
The personal savings rate was just 4.4% in April, that’s the lowest rate recorded since September 2008. That 4.4%...
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