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    He Camped One Weekend on Riverfront Land Inside His IRA. Medicare Charged Him for It Two Years Later.
    6 minutes ago

    He Camped One Weekend on Riverfront Land Inside His IRA. Medicare Charged Him for It Two Years Later.

    PennantPark vs. PennantPark Floating Rate: Which BDC Pays Income Investors Better?
    7 minutes ago

    PennantPark vs. PennantPark Floating Rate: Which BDC Pays Income Investors Better?

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He Camped One Weekend on Riverfront Land Inside His IRA. Medicare Charged Him for It Two Years Later.
Gerelyn Terzo | 6 minutes ago

He Camped One Weekend on Riverfront Land Inside His IRA. Medicare Charged Him for It Two Years Later.

One summer weekend on riverfront land inside a self-directed IRA felt like nothing more than a camping trip. The IRS…

PennantPark vs. PennantPark Floating Rate: Which BDC Pays Income Investors Better?
Joel South | 7 minutes ago

PennantPark vs. PennantPark Floating Rate: Which BDC Pays Income Investors Better?

Same manager, same middle-market credit strategy, but one of these BDCs is quietly draining a reserve to fund its dividend…

How to Build $11,800 a Month in Dividend Income Without Selling a Single Share
David Beren | 11 minutes ago

How to Build $11,800 a Month in Dividend Income Without Selling a Single Share

Collecting over $141,000 a year in dividends without selling a single share sounds like a fantasy until you realize the…

Trump Continues Trading Stocks at Warp Speed: Berkshire Bought, Meta Sold
Rich Duprey | 23 minutes ago

Trump Continues Trading Stocks at Warp Speed: Berkshire Bought, Meta Sold

President Trump's accounts executed more than 1,000 trades in a single month, including moves in a major defense contractor timed…

The Idiot’s Guide to Stocks
Christian Drerup | 1 hour ago

The Idiot’s Guide to Stocks

Stock market jargon like dividends, capital gains, and compound returns gets thrown around constantly, yet most people never learned what…

Inside Morgan Stanley’s XRP Shuffle: Three New ETFs and a Much Bigger SPAC Position
Joel South | 1 hour ago

Inside Morgan Stanley’s XRP Shuffle: Three New ETFs and a Much Bigger SPAC Position

Morgan Stanley's latest 13F is lighting up crypto social channels as proof of a major institutional bet on XRP, but…

XRP Has Rallied 1,000% After Every 60% Crash. Is this the Fourth?
Sam Daodu | 1 hour ago

XRP Has Rallied 1,000% After Every 60% Crash. Is this the Fourth?

XRP has crashed at least 60% three times before, and each time patient holders walked away with roughly 1,000% gains.…

Micron Technology: Is MU Stock a No-Brainer Buy as AI Memory Demand Surges in 2026?
Joel South | 2 hours ago

Micron Technology: Is MU Stock a No-Brainer Buy as AI Memory Demand Surges in 2026?

Wall Street just handed Micron a near-unanimous buy rating while its forward earnings multiple sits in value-stock territory, and the…

The Portfolio Blueprint for Building $19,000 a Month in Dividend Income
David Beren | 2 hours ago

The Portfolio Blueprint for Building $19,000 a Month in Dividend Income

Generating $19,000 a month from dividends alone sounds like a single problem with one answer, but the yield you chase…

3 REITs Whose Dividends Get Hammered by Taxes, Unless You Own Them in a Roth
Joel South | 3 hours ago

3 REITs Whose Dividends Get Hammered by Taxes, Unless You Own Them in a Roth

Holding high-yield net-lease REITs in the wrong account quietly erodes thousands of dollars in dividend income every single year, and…

These 4 Dividend Stocks Yield Over 7%. Roth Owners Keep Every Penny
Joel South | 3 hours ago

These 4 Dividend Stocks Yield Over 7%. Roth Owners Keep Every Penny

Ordinary dividends from BDCs and MLPs hand a significant slice of every payout straight to the IRS, but one account…

3 Dividend Stocks to Buy Before August Ends and Hold for Life
Joel South | 3 hours ago

3 Dividend Stocks to Buy Before August Ends and Hold for Life

While speculation runs hot and patience gets punished, three Dividend Kings with unbroken raise streaks spanning decades just posted results…

Joel South | 3 hours ago

4 Low-Cost ETFs Every Investor Should Own

A four-fund portfolio can cover every major slice of the US market while keeping fees so low they barely register,…

3 Data Center Stocks Powering the AI Buildout
Joel South | 3 hours ago

3 Data Center Stocks Powering the AI Buildout

The AI spending boom has moved past GPUs and into the physical infrastructure holding it all together, and three US-listed…

He Was Laid Off at 63 and Thought Social Security Ruled Out Unemployment. He Was Wrong.
Gerelyn Terzo | 3 hours ago

He Was Laid Off at 63 and Thought Social Security Ruled Out Unemployment. He Was Wrong.

One assumption cost a 63-year-old laid-off operations manager weeks of benefits before he filed a single form, and it was…

Social Security’s 40 Work Credit Rule: Why Some Seniors Don’t Qualify for Retirement Benefits
Maurie Backman | 3 hours ago

Social Security’s 40 Work Credit Rule: Why Some Seniors Don’t Qualify for Retirement Benefits

Millions of retirees reach their 60s expecting Social Security checks that never arrive, not because of age or income, but…

They Moved to Florida for a $200,000 Roth Conversion. Spending 184 Days Back in New York Could Undo the Tax Savings.
Gerelyn Terzo | 4 hours ago

They Moved to Florida for a $200,000 Roth Conversion. Spending 184 Days Back in New York Could Undo the Tax Savings.

Changing a driver's license and registering to vote in Florida takes an afternoon, but New York State auditors have a…

The $4.2 Million Couple Left New York to Save on Roth Conversions. One Medicare Bill Followed Them to Florida.
Gerelyn Terzo | 5 hours ago

The $4.2 Million Couple Left New York to Save on Roth Conversions. One Medicare Bill Followed Them to Florida.

Moving to Florida can strip state income tax from a Roth conversion ladder, but one federal rule that has nothing…

Her Advisor Said Wait Until 70. At 66, She Chose Time to Enjoy Social Security Over an 8%-a-Year Raise.
Gerelyn Terzo | 15 hours ago

Her Advisor Said Wait Until 70. At 66, She Chose Time to Enjoy Social Security Over an 8%-a-Year Raise.

Her financial advisor keeps pointing to a bigger check at 70, but she keeps thinking about her knees and a…

He Sold Nothing in the 2022 Crash. He Swapped Into a Similar Fund for a Week, Booked $90,000 of Losses, and Hasn’t Paid Capital-Gains Tax Since.
David Beren | 15 hours ago

He Sold Nothing in the 2022 Crash. He Swapped Into a Similar Fund for a Week, Booked $90,000 of Losses, and Hasn’t Paid Capital-Gains Tax Since.

A single week of tactical fund-swapping during the 2022 market collapse handed one investor a tax asset large enough to…

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He Camped One Weekend on Riverfront Land Inside His IRA. Medicare Charged Him for It Two Years Later.
Gerelyn Terzo • Aug 23, 2026

He Camped One Weekend on Riverfront Land Inside His IRA. Medicare Charged Him for It Two Years Later.

PennantPark vs. PennantPark Floating Rate: Which BDC Pays Income Investors Better?
Joel South • Aug 23, 2026

PennantPark vs. PennantPark Floating Rate: Which BDC Pays Income Investors Better?

How to Build $11,800 a Month in Dividend Income Without Selling a Single Share
David Beren • Aug 23, 2026

How to Build $11,800 a Month in Dividend Income Without Selling a Single Share

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