Bull market or bear market? Or a trend-less market as seen for weeks until news late last month that political leaders on both sides of the U.S. chambers of Congress reached a deal to raise the debt ceiling?...
Stock markets have long moved to their own drummer, responding to forces that are sometimes quite different than what we expect. For investors, the key to success is to figure out just what force – or combination of forces...
Reports from two of the world's largest corporations and the July jobs report will usher in a new month for traders this week as the third quarter enters its second month.Quarterly reports from Apple (AAPL) and Amazon (AMZN) headline...
Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March, changes how the step-up in basis applies to...
When adult siblings, meaning that they are over their local age of majority, inherit an IRA, they have two options. The siblings transfer the IRA into an inherited IRA. They can either use a single account that they jointly own....
In the previous section, we briefly overview some things you must consider as you plan for retirement. Now, we should estimate the real amount of money you need to retire. In doing so, we will see whether $3 million...
Target date funds are a type of mutual fund that adjusts the asset mix and risk profile of the fund as time passes from a more volatile stock-heavy mix in early years to a more stable portfolio as the...
