Trey Thoelcke |
Cancer Vaccine Breakthrough Lifts 5 Biotech Names. Here’s Who’s Best Positioned.
Merck and Moderna just proved their cancer vaccine works, and the ripple effects reach far beyond either company. Five names…
Trey Thoelcke |
SCHD and VNQ Both Pay Quarterly, Yet Only One Soars When Rates Stay High
Both SCHD and VNQ write quarterly checks, but the current rate environment has driven a wedge between them that retirees…
Gerelyn Terzo |
He Gave $100,000 of Stock to Fight a Wealth Tax. The IRS Taxed a Gain He Never Pocketed and More of His Social Security.
A retiree donated stock to fight a wealth tax and never collected a dime, yet the IRS handed him a…
Joel South |
3 BDCs Yielding Big. A Roth Is the Only Place They Make Sense
Most BDC investors hand thousands of dollars to the IRS every single year without realizing there is one account type…
Joel South |
Why These 5 Dividend Stocks Are Worth More in a Roth Than a Brokerage Account
Holding high-yield BDCs, REITs, and MLPs in a taxable account quietly hands thousands of dollars to the IRS every year,…
Joel South |
3 Cloud Stocks to Buy Heading Into September
Cloud revenue is accelerating at the same time capital budgets are exploding, and that tension separates the hyperscalers worth owning…
Joel South |
5 Dividend Aristocrats Boomers Should Own for Life
Treasuries now yield nearly 5%, raising the stakes for every dividend stock in a boomer portfolio. Five companies have raised…
Joel South |
3 Chip Stocks Under $50 Worth Buying Now
The shift to 800-volt AI rack architectures is quietly creating winners in a corner of the chip market most investors…
AJ Tiarsmith |
Nancy Pelosi Made Millions On Nvidia Options. Now She’s Betting $3 Million On 1 AI Energy Stock
Paul Pelosi just placed a multimillion-dollar bet on a fuel cell company tied to AI data center power, and the…
Rich Duprey |
Scott Bessent Wants to ‘Put the Fear of God’ Into Bond Vigilantes — Why This Midterm Ploy Could Backfire on Investors
Treasury Secretary Scott Bessent is deploying an arsenal of tools to scare bond vigilantes into submission, but Wall Street's biggest…
Jake Fitzgerald |
This $105 Billion Vanguard Fund Warns It Could Become a Bet on a Single Stock
A single line buried in Vanguard's prospectus reveals how a $105 billion emerging markets fund can quietly transform into a…
Gerelyn Terzo |
He Paid Himself $10,000 and Took $90,000 From His Body Shop as a Distribution. Then the IRS Looked Under the Hood and Social Security Followed.
A body shop owner split his S corporation income into a small salary and a large distribution, expecting Social Security…
Tony Dong |
Why Retirees Are Dumping Individual Bonds for This ETF and Collecting 4.37% Tax Free
Individual bonds promise simplicity but hide a tangle of pricing opacity, credit risk, and tax drag that quietly erodes retirement…
Gerelyn Terzo |
A Data Center Developer Paid Him $75,000 to Keep His Farm Available. Social Security Did Not Treat the Option Check as Farm Earnings.
A retired farmer pockets a $75,000 check from a data center developer and braces for Social Security to claw back…
Gerelyn Terzo |
At 62, He Put a 1915 Harley in His IRA. The Tax Risk Started Before the Engine Did.
Buying a century-old motorcycle inside a self-directed IRA sounds like a clever tax shelter, but one word buried in the…
Jake Fitzgerald |
Retiring at 61 With $1.9 Million in a 401(k)? Four Years Left to Convert Before Medicare Starts Counting Your Income
Retiring at 61 with a seven-figure 401(k) feels like winning, but a little-known Medicare rule quietly starts counting your income…
Ryne Mauck |
This ETF Owns the 100 Highest-Yielding Stocks on Earth and Pays $768 a Month on $100,000. Here’s the Catch.
SDIV bundles the 100 highest-yielding stocks on the planet into a single monthly paycheck, and the yield looks almost too…
Austin Smith |
Vanguard 500 Index Fund Admiral Shares (VFIAX): What Investors Should Know
At 0.04% per year and nearly $600 billion in assets, this Vanguard fund looks like the ultimate set-it-and-forget-it investment, but…
Jake Fitzgerald |
SpaceX Raised $86 Billion and OpenAI Is Next. This ETF Owns the IPO Class of 2026
SpaceX's blockbuster listing cracked open the 2026 IPO window, and Anthropic and OpenAI are already circling the runway. One ETF…
Austin Smith |
Fidelity 500 Index Fund (FXAIX): What Investors Should Know
One of the largest mutual funds on earth charges almost nothing to own, but the structure hiding behind that bargain…
