RESOURCES

If you’re a high-income earner, there’s a good chance you’re paying more in taxes than you actually need to, and not because you’re doing anything “wrong.” Most overpayment doesn’t show up as a...

Rusty McGranahan, a former top lawyer at BlackRock and the RIA aggregator Focus Financial Partners, has been named general counsel of the SEC as the Trump administration proposes a new fiduciary...

Around two-thirds of Americans do not have an estate plan in place at the time of death.1  Building wealth is only part of your story. Without a clear tax strategy, even well-planned savings and...

To beat the market in recent years, many investors applied a simple strategy: Load up on the biggest US technology stocks. It paid handsomely for a long time. But last year, it didn’t. For the...

Anti-U.S. sentiment abroad due to President Donald Trump’s desire to take Greenland, along with concerns about deficit spending domestically, appeared to be leaving foreign investors more...

Quick Takes Mixed Stock Market. U.S. equity indices were mixed in December as concerns over the state of the AI trade and the labor market dominated the narrative. The S&P 500 was flat while...