Tony Dong |
Forget Gold: For Retirees, This TIPS ETF Fights Inflation Better
Gold has protected wealth across centuries, but retirees face a problem that central banks never do: time is running out.…
Ryne Mauck |
UCOP: A 2X Bet on the Metal the World Can’t Electrify Without
Copper powers electric vehicles, AI data centers, and the grids connecting them all, and one leveraged ETF promises to double…
David Beren |
After Comparing Every Covered Call Nasdaq-100 ETF These 3 Pay Up to 14 Percent Without Capping Your AI Upside
Not all covered call ETFs on the Nasdaq-100 are built the same, and choosing the wrong one could mean sacrificing…
David Beren |
IYRI’s 10.9% Yield Is Shrinking, But Price Gains Are Making Up the Difference
IYRI hands investors a monthly check backed by real estate giants and options premiums, but the distribution has been quietly…
Gerelyn Terzo |
Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.
Most Part D enrollees face their entire annual drug bill in a single January transaction, and Medicare quietly built a…
David Beren |
The 3 Dividend ETFs That Can Fund a 30-Year Retirement Without Ever Selling a Share
Most retirement strategies treat the portfolio like a fuel tank to drain slowly, but a different approach treats it like…
David Beren |
A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.
When a retired couple leaves a $900,000 IRA untouched, they are not avoiding a tax decision. They are making one,…
Marc Guberti |
Have a Large 401(k) Balance and Approaching 62? Make Sure You Convert Before This Medicare Rule Kicks In
Most Roth conversion strategies focus on federal tax brackets, but there is a Medicare rule tied to a two-year income…
Gerelyn Terzo |
New York Has the Heaviest State and Local Tax Burden in America. For a Retiree Living on Social Security, Here’s What It Really Costs.
New York does not tax Social Security benefits at the state level, and that sounds like good news until you…
Carl Sullivan |
The Annuity Pitch Skips One Number: What a $250,000 Policy Costs Your Heirs
Insurance companies count on retirees focusing on the monthly payout number, but there is a second number buried in every…
Thomas Richmond |
3 Major Reasons to Buy Microsoft Before July 29 Q4 Earnings
Microsoft shares sit nearly 25% below their 52-week high even as Azure accelerates and its AI business explodes, which raises…
Thomas Richmond |
Meta Stock Is Down Nearly 10% in 2026. Should You Buy Before July 29 Q2 Earnings?
Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough…
Thomas Richmond |
3 Major Reasons to Buy Vertiv Before July 29 Q2 Earnings
Vertiv enters its July 29 earnings report with a $15 billion backlog and a stock price sitting well below analyst…
David Beren |
The 3.4% Income Play That Beats the Dogs of the Dow Strategy
Applying the Dogs of the Dow logic across the entire S&P 500 sounds like a recipe for chasing troubled dividends,…
David Beren |
The Widow’s Penalty: Same House, Same Savings, One Check Gone, and a Higher Tax Bracket
When a spouse dies, the house stays, the bills stay, but the tax code quietly shifts every remaining dollar into…
David Beren |
Why Retirees With Pension Income Still Need a Dividend Portfolio
A pension check arriving every month feels like a retirement problem solved, but retirees who treat it that way tend…
Thomas Richmond |
3 Reasons Ford Looks Overlooked Ahead of Its July 28 Q2 Earnings
Ford reports Q2 earnings on July 28 carrying a combination of attributes rarely seen together in a major automaker, yet…
Rich Duprey |
Trillionaire No More. SpaceX Collapse Loses Elon Musk $600 Billion in One Month
SpaceX's blockbuster IPO compressed years of post-debut volatility into a single month, and the fallout carries a warning for investors…
Thomas Richmond |
Down 50% From 2026 Highs, Should You Buy Sofi Before July 29 Earnings?
SoFi's stock has cratered while its profits soared, creating a rare gap between price and performance heading into July 29…
Thomas Richmond |
70% of Teradyne’s Revenue Is Tied to AI. Should You Buy Before July 29 Q2 Earnings?
Teradyne has nearly doubled in 2026 by placing one very concentrated bet, and its July 29 earnings report will reveal…
