Top Stories
Tobacco bond residuals – deeply subordinated muni securities backed by cigarette settlement payments – are attracting distressed yield buyers drawn by steep discounts and tax-exempt income.
Putable corporate bonds are drawing renewed attention from institutional allocators seeking downside protection in an uncertain rate environment. Here is how they work and why now.
Farmland REITs are drawing institutional capital as inflation-hedging tools, combining hard asset backing with lease income tied to commodity price levels.
Covered call ETFs are drawing serious boomer capital as retirees trade upside potential for income and reduced volatility. Here’s why the trade-off makes sense now.
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.
