ETFs with the Worst Returns Over the Past Five Years
The last half-decade was not good to these funds.
The Charlie Munger Principles to Invest and Live
The iconic investor left a lengthy record of the keys to his success, delivered with his trademark bluntness and humor.
New IRS Proposed Regs Target Donor-Advised Funds
They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes.
Thinking Ahead – A Wise Approach to Special Needs Trusts
Draft estate planning documents with flexibility to account for a future diagnosis.
A Taxpayer Victory for Americans Living Abroad
Federal court finds foreign tax credit can offset net investment income tax.
Finance Executives Launch Firm to 'Tokenize' Investments
Fractionalized investments and distributed ledger technology will take the friction, and embedded costs, out of investing, Tokenbridge's founders say.
Wealth Advisors: Stop Asking ‘What?’ and Start Asking ‘Why?’
Money is personal. Wealth management should be as well.
21 Fun Real Estate Door Hanger Ideas to Inspire You
Real estate door hangers are an amazing way to reach your target market with little expense. And they typically have a huge return on investment. I got my first listing by getting out there and knocking on doors in my neighborhood. What did I leave behind when they didn’t answer? A fancy door hanger I […]
Why the Economy Won’t Tank the Housing Market
If you’re worried about a coming recession, you’re not alone.
REDX Review: Pricing, Features, Pros & Cons
REDX is a powerful platform that delivers a diverse assortment of listing leads, an auto-dialer, and a lead management system to help agents crush their cold calling efforts. It promises to be the turbo-charged lead generation tool every agent needs, offering the most up-to-date lead data for FSBOs, expired listings, preforeclosures, and more to give […]