Top Stories
Floating rate closed-end funds are quietly narrowing discounts as credit holds steady, offering income investors a rare combination of yield and NAV upside.
Capital is rotating out of office REITs and into net lease structures offering predictable income, long-term leases, and tenant-paid expenses. Here’s why the shift is gaining traction.
Tender Option Bond trusts are returning to institutional muni portfolios as tax-exempt leverage seekers find the yield math workable again – but the structural risks remain unchanged.
Nontraded REITs are regaining ground on RIA platforms as NAV structures, platform transparency, and yield demand reshape advisor appetite for illiquid real estate.
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.
