A backdoor Roth IRA could benefit high-income earners.

What exactly is an insurance trust? Is it the same as a life insurance trust? And how do insurance trusts work?

For investors, we anticipate a slowdown in economic growth and inflation should bring bond yields down, but debt ceiling risks, although certainly not our base case, could derail the bond market recovery and foment significant volatility if realized.

Higher bond yields create opportunities to generate more income with less risk in the new year.

Why you may want to write an Ethical Will when estate planning and what it may include.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers.

Prices change based on what’s happening right now and what people think will happen in the future.

The golden ratio can help you find the right balance between spending and saving.

Vanguard currently believes a recession will likely arrive this year, and municipal bond investors should expect that headlines about the potential for downgrades and defaults will soon follow.

This Martin Luther King Jr. Day, consider what tools you can use to create change.

The DFA 2022 Annual and Q4 Market Reviews feature world capital market performance and a timeline of events for the past year and the past quarter. 

After a stormy 2022, the forecast looks bright for fixed income.

China’s resumption of normal manufacturing activity should continue to support supply chain normalization, maintaining global inflation on its cooling trend.

A beneficiary’s options depend on the IRA owner’s age at death and the beneficiary’s category.

Markets may continue to face choppiness in 2023 as investors navigate potentially declining earnings and rates that stay high for longer than expected.

Tenancy in common and joint tenancy are both ways of sharing ownership of property. But how do they differ?

What has stayed constant throughout my life is the power of people to make progress in the face of challenges.

Carve out some time to discuss financial planning.

Dr. David Kelly and Jack Manley, Global Market Strategist, review 2022's turbulent investing landscape and discuss the outlook and opportunities for 2023.

Tax and IRA expert Ed Slott shares tips for earning a tax break on charitable contributions.