Every story as it publishes, newest first.
A retired couple sells a rental property they have owned for decades and suddenly faces a large capital gains tax bill. Instead of immediately paying taxes on the sale, they move $400,000 of the…
YieldMax MSTR Option Income Strategy ETF (NYSEARCA:MSTY) sells investors on a single promise: harvest unusually rich option premiums on Strategy (NASDAQ:MSTR | MSTR Price Prediction) shares and pay them out monthly. At a distribution…
A CNBC commentator delivered the line of the week on the network’s market coverage: "Trump has been responsible for the five best and five worst trading days of his second term." Strip those five…
For those lucky enough to have a traditional pension, there are special considerations at play. A pension quietly rewrites every other decision a retiree makes, from withdrawal sequencing to Roth conversions. For a 67-year-old couple…
For a high earner sitting on idle cash, the choice between a money market fund and a Treasury bill ETF usually comes down to a few basis points of yield. Alpha Architect 1-3 Month…
I’ve been reading SpaceX’s pre-IPO disclosures hunting for the buried sentence others skip. There’s a passage in the risk section that reads like a screenplay: foreign powers, orbital weapons, and a constellation of satellites…
A lot of retirees who prefer spending their time doing things other than investing may have had the happy little accident of simply leaving their money parked in low-cost index ETFs and letting them…
Budget airlines offer customers incredible deals: plane tickets that cost half as much as a major airline fare. These less expensive airlines can feel like a way to get where you need to go…
A married couple, both 52, earns $300,000 of combined W-2 income. They max their 401(k)s, build a taxable brokerage account, and want to fund Roth IRAs too. They open the contribution flow at their…
A retired couple with $700,000 in a taxable brokerage account could potentially generate close to $19,000 a year in combined dividend income and tax savings by using a direct-indexing strategy. Part of that benefit…
Margaret turned 75 last fall, sits on a $3 million traditional 401(k), and is two years into required minimum distributions. She did everything the textbooks said. What arrived this spring was not a thank-you…
The crypto market is still finding its footing heading into mid-2026, and in the middle of that uncertainty, three cryptocurrencies keep coming up in every serious conversation about what’s next. XRP (CRYPTO: XRP) is…
On Reddit’s r/financialindependence and r/retirement boards, a recurring question goes something like this: I’m 64, I have seven figures in my 401(k), and I want to wait until 70 to claim Social Security. Am…
For retirees who watched bonds fail to cushion equity losses in 2022, the iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF) has changed the conversation by gathering roughly $3 billion in assets and delivering what…
A couple turns 63 this year with $850,000 in combined retirement assets and a paid-off Florida vacation home they bought a decade ago to use in retirement. The house costs them $18,000 a year…
