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The Estate Tax Now Starts at $15 Million. But Middle-Class Families Are Still Overpaying Because the Real Tax Is Capital Gains
Millions of families are quietly handing their children a surprise tax bill while trying to avoid a federal estate tax that was never going to touch them in the first place. The mistake often starts with something as simple as adding a name to a deed.
'DraftKings Is Not a Blessing to Your Life': Ramsey to Gambler 31 Days Sober and $23K in Debt
When Joey called in 31 days sober from gambling with $23,000 spread across four credit cards, Dave Ramsey had a verdict. But the real numbers behind the app that wrecked him tell a story Ramsey never got to on air.
How a 66-Year-Old's $600,000 in QQQI Pays Her Monthly With Almost No Tax Bill, Until the Day She Sells
Her 1099-DIV looks suspiciously light every year, and she tells friends the income is basically tax-free. She is right about the present and wrong about what is quietly building inside her cost basis.
New 52-week low$3.29-2.1% vs prior low · 2026-08-18
Opendoor marked a new 52-week low at $3.29, taking out the floor it set just ten days ago. The market cap now sits roughly a third of where the stock traded last September.
A $10,000 Investment in SCHD at Launch Now Pays This Much Every Single Year Without You Adding a Dime
A $10,000 stake in a single dividend ETF at launch now generates a level of annual income that no fresh investment in any comparable fund can realistically match today, and the structural reason why reveals exactly how dividend compounding actually works.
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Graf Industrial Corp. IIGTOO · NYSE
$10–$10 / share
Graf Industrial II registers a $220 million NYSE IPO at $10 a share
Graf Industrial Corp. II filed its S-1 for a $220 million NYSE listing, 22 million shares at the standard $10 unit price, with Lucid Capital Markets running the book. Terms and a trading date come next, so the S-1 is the first look investors get at the sponsor's target.
Source: SEC filing
Let's Be Real. For Most Retirees, Only One Carolina Actually Works
Both Carolinas top the tax-friendly retirement lists, but a closer look at pensions, coastal insurance, and healthcare access reveals that the two states serve very different retirees in very different ways.
This AI Fund Is Crushing QQQ, and Nvidia Is Barely 2% of It
A niche AI fund with almost no Nvidia is somehow lapping QQQ by a massive margin, and the reason why reveals a blind spot most investors have about where AI profits actually come from.
The Year Her Mother Went Into Care, She Converted $180,000 of the IRA to a Roth, and the Nursing Home Bills Erased the Entire Tax
A Roth conversion adds taxable income, and a nursing home bill generates a deduction that can absorb it, but only if the calendar, the dependency rules, and the AGI math align in the same year.
Social Security Won't Deposit a Dime Until You Turn 62. These 3 ETFs Pay You Every Month in Between
If you retire before 62, your portfolio has to write every single paycheck until Social Security kicks in, and most income strategies were never designed for that pressure. Three ETFs can close that gap, but each comes with a catch worth knowing before you buy.
Gainers
Losers
Nearly 20 points separated the best and worst names at Friday's close: Iren gave up 12.72% while Workday added 6.38%. Three losers dropped more than 10% in a single session, a reset worth checking before Monday.
Disclosure
1 INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE Brokerage and Active investing products offered through SoFi Securities LLC, member FINRA( www.finra.org )/SIPC( www.sipc.org ). 2 The probability of a member receiving $3,000 is 0.028%. If you don’t make a selection in 45 days, you’ll no longer qualify for the promo. Members must fund their account with a minimum of $50.00 to qualify. The probability percentage is subject to decrease. Members are only eligible for the Stock Award promotion upon opening their first brokerage account; subsequent cash brokerage accounts are ineligible for the promo, including for members with multiple accounts. 3 Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees. 4 There are limitations with fractional shares to consider before investing. During market hours fractional share orders are transmitted immediately in the order received. There may be system delays from receipt of your order until execution and market conditions may adversely impact execution prices. Outside of market hours orders are received on a not held basis and will be aggregated for each security then executed in the morning trade window of the next business day at market open. Share will be delivered at an average price received for executing the securities through a single batched order. Fractional shares may not be transferred to another firm. Fractional shares will be sold when a transfer or closure request is initiated. Please consider that selling securities is a taxable event.
SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. (Sponsor)
GLP-1 Coverage Fell From 72% to 60%. Is Eli Lilly's Weight-Loss Boom Hitting an Insurance Wall?
Employer insurance coverage for GLP-1 weight-loss drugs is shrinking, yet Eli Lilly just posted a 47% revenue surge. Something underneath the headlines is keeping volumes alive, and it changes how shareholders should read every coverage headline going forward.