Top Stories
Closed-end equity funds are turning to share buybacks as persistent NAV discounts attract activists. Here is what the trend means for investors and how to evaluate these programs.
Utility closed-end fund discounts are narrowing as rate expectations cool. Here’s what’s driving the move and where the real opportunity may still sit.
Closed-end muni bond funds are rebuilding leverage as managers bet on a rate ceiling. Here’s what’s driving the move and what investors need to watch.
Closed-end infrastructure funds are seeing rapid discount compression as rate expectations shift, drawing income investors back to a sector that traded well below NAV for two years.
High earners are using mega backdoor Roth strategies to contribute up to $69,000 annually to retirement accounts, building tax-free wealth beyond traditional limits.
Companies partner with credit unions to cut employee banking fees by hundreds annually while boosting satisfaction and retention through innovative financial wellness programs.
Pre-retirees are increasingly turning to Roth IRA conversions as tax rates face potential increases and market volatility creates opportunities for strategic tax planning.
High-income professionals discover cash value life insurance offers unique tax advantages and flexibility unavailable through traditional retirement accounts.
High earners discover HSAs offer triple tax advantages and no required distributions, making them powerful retirement vehicles beyond traditional 401k plans.
Wealthy millennials are choosing whole life insurance over term policies, prioritizing tax benefits, cash value growth, and permanent coverage despite higher costs.
Financial planners increasingly recommend TIPS over traditional savings as inflation erodes purchasing power. Government-backed bonds adjust for price changes automatically.
Wealthy retirees increasingly view reverse mortgages as strategic portfolio tools rather than emergency financing, using home equity to preserve investments.
