Top Stories
Municipal money market funds are drawing unusual inflows as state tax policy shifts and federal rate uncertainty grows. Here’s what’s driving the move and what investors should watch.
Equity-linked CDs are back, offering principal protection plus index-linked upside. Here’s who they’re for, how they work, and what buyers often miss.
Callable agency bonds are drawing renewed attention as rate volatility persists. Here’s what investors need to understand before buying.
Currency-hedged bond ETFs are gaining traction as dollar swings widen. Here’s why the cost-benefit of hedging has shifted – and who’s paying attention.
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.
