Learn why the “backdoor” Roth IRA, a popular strategy for some high-wealth investors, became a focus of tax reform efforts.
Learn why some investors look beyond the traditional portfolio mix and toward alternative investment vehicles and why this carries unique risks.
Learn about the impact Robinhood and similar retail investment platforms have had on investors, regulators, and the financial markets.
Borrowing against a portfolio of stocks and bonds can be a relevant financial & tax strategy, but it is not without risk
Learn why Real Estate Investment Trusts (REITs) could be considered an attractive investment and how proposed tax reforms could impact them.
Learn why some experts fear inflation will reach record highs and what rising rates could mean for investments.
Learn why Warren Buffet, among other market watchers, advise investing in the S&P 500 index fund over “trendier” stocks.
Learn why bonds have fallen out of favor among some investors who fear rising interest rates and inflation, and if their concerns are justified.