As the year comes to an end, we look at some changes to the Tax Cuts and Jobs Act that could affect your tax deductions. Read on for more.
A look at this year’s third quarter with the longest bull run in its history, and what it means headed into Q4.
This week we’re exploring some interesting activities Elon Musk is partaking in, and Apple’s $1 trillion valuation leaves critics skeptical of the company’s tactics.
In this post I will look at how traditional health insurance stacks up against healthcare sharing programs, and share my own experience using a healthcare sharing plan.
This week were reading about Bitcoin ETF, will it ever come to fruition? Also, Facebook takes a big loss.
The Department of Labor’s fiduciary rule was struck down earlier this year and the industry faces potential fiduciary standards from the Security and Exchange Commission. In the midst of this turmoil, financial firms continue to abuse their clients. Roughly one week after the U.S. Fifth Circuit Court of Appeals affirmed the March 15th decision to vacate the DOL rule, Morgan Stanley agreed to pay $3.6 million in fines related to brokers’ misappropriation of client funds.
This week we’re reading about passive investments and a slowdown in asset flow. Also, Unilever is considering moving its headquarters to another country. Is the move good for shareholders?
This week we look at the bond market and ETFs. Also, did you know that quant funds had the worst return in years? We look at why.
This week we explore mutual funds, ETFs, and Vanguard’s bold move. Plus, what do smart beta and bitcoin have in common? Read on to find out.
In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.