Top Stories
Structured notes are returning to wealth management portfolios. Here is what fee-conscious advisors are doing differently this time, and where the risks remain.
Closed-end floating rate funds are narrowing discounts after the Fed pause. Here’s why the mechanics matter and where the risks are hiding.
Closed-end senior loan funds are narrowing their NAV discounts as credit holds steady and floating-rate income stays elevated. Here is what that means for investors now.
Merger arbitrage spreads are widening as regulatory scrutiny, rising rates, and deal uncertainty make transaction outcomes harder to predict. Here’s what it means for investors.
Credit card companies are redesigning rewards programs to incentivize ESG spending, offering bonus points for sustainable and socially responsible purchases.
American workers are choosing Roth 401k contributions over traditional pre-tax deferrals at unprecedented rates, betting on higher future tax rates.
Health Savings Accounts are evolving from medical expense tools into powerful retirement vehicles with unique triple tax advantages that outperform traditional retirement accounts.
Employers expand FSAs to cover pet care as veterinary costs rise and workers seek family-friendly benefits.
Wealthy families are using custodial Roth IRAs to build tax-free generational wealth, turning teenage jobs into million-dollar retirement accounts.
529 education savings plans now cover K-12 tuition, apprenticeships, student loan repayment, and technology expenses, expanding far beyond traditional college costs for flexible education funding.
Donor-advised funds are transforming middle-class philanthropy with immediate tax benefits and flexible giving timelines. These accounts allow strategic charitable planning previously reserved for wealthy donors.
Financial advisors increasingly favor I Bonds over CDs for their unique inflation protection and flexible terms that preserve purchasing power.
