David Beren
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Everything by David.

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Personal Finance

69% of Millennials Say an Inheritance Is Critical to Their Retirement, According to the Northwestern Mutual 2025 Study

May 22, 2026
Investing

Forget JEPI: This Amplify Fund Yields 5 Percent With Less NAV Erosion And Owns Quality Dividend Aristocrats

May 22, 2026
Investing

$500,000 in These 3 Tax Free Bond ETFs Pays $1,750 a Month for High Income Retirees

May 22, 2026
Investing

DIVO’s 5% Yield Is Impressive, But Its Tactical Covered Call Strategy Costs You 30% of Big Up Months

May 21, 2026
Investing

Forget VOO: This iShares S&P 500 ETF Pays Distributions on the Same Day at Half the Bid Ask Spread

May 21, 2026
Personal Finance

Northwestern Mutual’s 2025 Legacy Study: Gen Z Is More Likely to Leave an Inheritance Than Any Other Generation at 39%

May 21, 2026
Personal Finance

The Northwestern Mutual 2025 Study Found That 61% of Americans Have No Will, and Boomers Are Not Exempt

May 21, 2026
Personal Finance

Northwestern Mutual’s 2025 Planning Study: Only 20% of Americans Now Expect to Receive an Inheritance, Down From 25% Last Year

May 20, 2026
Investing

Vanguard’s $94 Billion Mid Cap ETF Is Quietly Beating the S&P 500 With a Fifty Year Old Strategy

May 20, 2026
Investing

JEPQ’s 9.5% Yield Is Impressive, But the ELN Counterparty Risk Is the Hidden Cost

May 20, 2026
Investing

Vanguard’s 0.05% International Stock ETF Just Outpaced the S&P 500 for the First Time in Five Years

May 20, 2026
Investing

Vanguard’s 0.07% BND Bond ETF Is Outperforming Active Pimco at One Tenth the Cost

May 20, 2026
Investing

Most Retirees Overlook AMLP, the $13 Billion Energy ETF Yielding 7 Percent

May 19, 2026
Personal Finance

Kiplinger: Trump’s New IRA Is Launching January 1, 2027 With a $1,000 Government Match for Eligible Savers

May 19, 2026
Personal Finance

Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond

May 19, 2026
Investing

Most Retirees Skip Over This $13 Billion BDC Income ETF That Pays 13 Percent Quarterly

May 19, 2026
Investing

Most Retirees Skip Over Vanguard’s $100 Billion VYM Despite Its 2.9 Percent Yield and Almost Zero Maintenance

May 19, 2026
Personal Finance

Kiplinger’s 2026 Tax Letter: The Dependent Care Credit Is Rising to $1,500 for 1 Child and $3,000 for 2 or More

May 19, 2026
Personal Finance

The Kiplinger Tax Letter Reveals the Top 0.001% of Earners Pay an Effective Rate of Just 23.61%

May 19, 2026
Personal Finance

According to Kiplinger, Medicare Advantage Overpayments Are Quietly Costing Every Enrollee $212 More Per Year

May 18, 2026