With election uncertainty it's important to plan for a variety of tax scenarios. Learn what you can do now to prepare in case rates rise in the next 2 years.

Dimensional’s annual survey of investment performance draws on historical data to look beyond short-term market fluctuations and shed light on the dimensions that explain differences in returns.

You can thrive in a world of uncertainty and create a life that is uniquely your own.

More than 322,000 Fidelity Charitable donors made 2023 our most impactful year to date, granting a record-breaking $11.8 billion to charities around the world.

Certain 529 plan distributions that are directly rolled over to the plan beneficiary’s Roth IRA will not be subject to the additional tax.

How to decide if it’s the right time to sign up for Medicare and the costs of late enrollment.

Depending on the type of funeral service you are having, the cost can vary significantly.

This report features world capital market performance and a timeline of events for the past quarter.

What I love is witnessing an arena full of athletes trying their absolute hardest, working together to achieve a common goal.

Here’s how changes to tax rules could affect you this year.

The flexibility of 529 plans is increasing, providing options for both education saving and retirement planning.

Estate planning strategies change along with shifting family dynamics.

Here’s how to determine what you owe this tax season.

When it comes to parenting, charitable giving can act as a catalyst for instilling kindness, empathy, and the value of philanthropy in the next generation.

I believe that the key to successful investing is to cultivate a long-term perspective, where you think in decades, not days.

A return to sound money. It’s a theme we at Vanguard have been communicating for more than a year, and in 2024 we believe that the greater investing world will come around to its implications.

Global diversification can increase the reliability of outperformance for strategies pursuing higher than market returns.

For married couples, a Joint Revocable Trust might be able to offer a sense of confidence that begins the day you both sign.

We don’t normally think of giving money away as the best way to save money. But those who have reached the age when required minimum distributions (RMDs) must be taken have a nice option to reduce their taxable income.

Rather than seeking additional exposure to these mega-cap stocks, investors should ensure their portfolios are broadly diversified to capture the returns of whatever companies ascend to the top in the future