Top Stories
Non-traded BDCs are now accessible on major retail brokerage platforms – but the income yields come with illiquidity risks many investors may not fully understand.
Variable annuity subaccounts are adding SMA-style customization, putting them in direct competition with direct-indexing platforms for high-income investors seeking tax efficiency.
As stock-bond correlations rise, Commodity Trading Advisors are drawing fresh interest from allocators seeking genuine diversification outside traditional portfolio construction.
Real asset ETFs are drawing steady inflows as tariff uncertainty pushes investors toward commodities, infrastructure, and real estate holdings with physical backing.
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.
