Top Stories
Inflation floor bonds are drawing renewed interest from pension funds and insurers using liability-driven investing strategies to hedge against unpredictable inflation outcomes.
Tax-loss harvesting strategies built around bonds are gaining traction as investors with losses from the 2022 rate cycle look to offset gains in taxable portfolios.
Mortgage REIT preferred shares are drawing income-focused allocators with yields of 6.5%-8.5%, but the risks – liquidity, call optionality, and credit correlation – demand careful issuer selection.
Covered call ETFs are drawing income-hungry investors as dividend growth slows. Here’s how they work, what they cost in upside, and who they actually suit.
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.
