Everything by Marc.

Investing

Watch These 3 Defense Stocks to Know if EUAD Can Hold Its Gains

Jun 8, 2026 Investing

USHY Investors: Watch This 350 Basis Point Trigger Over the Next 12 Months

Jun 8, 2026 Personal Finance

The 5-Year Roth Conversion Ladder That Lets a 52-Year-Old Tap a $1.5 Million 401(k) Before 59½ Without Penalty

Jun 5, 2026 Personal Finance

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

Jun 4, 2026 Personal Finance

The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life

Jun 4, 2026 Investing

The Fed’s Next Move Will Determine Whether GLD Can Extend Its 36% Rally

Jun 4, 2026 Personal Finance

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Jun 4, 2026 Personal Finance

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

Jun 3, 2026 Personal Finance

A 56-Year-Old Executive’s $480,000 Severance and the 401(k) Move That Saved Her $112,000 in Taxes

Jun 3, 2026 Investing

Corporate Bond Spreads Are Tightening Fast. What It Means for LQD in 2026

Jun 3, 2026 Personal Finance

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

Jun 3, 2026 Personal Finance

The QCD Move That Turns a $60,000 RMD From a $1.6 Million 401(k) Into Zero Taxable Income at 73

Jun 2, 2026 Personal Finance

Why a 65-Year-Old With $1.8 Million Is Spending Her 401(k) Before Claiming Social Security at 70

Jun 2, 2026 Personal Finance

The Three-Account Withdrawal Order That Saved a $2.4 Million Retiree $187,000 in Lifetime Taxes

Jun 2, 2026 Investing

VOO Investors: Watch These 2 Signals Before Summer

Jun 1, 2026 Investing

Watch This One Number to Know If TLT Will Rally Over the Next 12 Months

Jun 1, 2026 Investing

If CPI Stays Hot, Here’s What Happens to the JPMorgan Active Bond ETF in 2026

Jun 1, 2026 Investing

Why IEF’s Next 12 Months Hinge on One Inflation Number

Jun 1, 2026 Investing

The 2 Signals That Will Determine SLV’s Next Move This Quarter

May 31, 2026 Investing

The Oil Chokepoint That Could Unwind USO’s 98% Rally in the Next 12 Months

May 31, 2026