Unlocking Private Market Investments: Why a Financial Literacy Test for Accredited Investors Could Change the Game For years, the gatekeepers of private market investments—think pre-IPO companies, venture capital, private equity, and hedge funds—have relied on … Read more
When it comes to workplace retirement plans, the default path for most investors is the familiar pre-tax 401(k) contribution. But here’s a striking insight: despite 86% of plans offering Roth 401(k) options in 2024, only … Read more
Federal Reserve Chair Jerome Powell’s recent remarks at the Jackson Hole symposium have sent ripples through the housing and mortgage markets, sparking fresh hope for borrowers and investors alike. Powell hinted that the Fed might … Read more
The Reality of Early Retirement: Why 58 Might Be Just a Wishful Number Many Americans dream of retiring early—often picturing a life of leisure starting around age 58. However, the hard truth is that this … Read more
Brace Yourself: Federal Student Loan Wage Garnishments Are Back—Here’s What Investors and Borrowers Must Do Now After a lengthy pause stretching nearly five years since the onset of the COVID-19 pandemic, federal student loan wage … Read more
Wage Growth’s Unexpected Flip: What Investors and Advisors Must Know Now In an unusual twist shaking the labor market in 2025, wage growth for workers staying put in their jobs has outpaced those switching roles—a … Read more
After years of robust stock market growth, many investors find themselves sitting on substantial unrealized gains in taxable accounts—a scenario ripe for a hefty capital gains tax bill once those assets are sold. For high-net-worth … Read more
The Shrinking Immigrant Labor Force: What It Means for Investors and the U.S. Economy Recent data and expert analysis reveal a significant shift in the U.S. labor market—the immigrant labor force is contracting, a trend … Read more
Why First-Time Homebuyers Are Stuck—and What Investors Need to Know Now Lorene Cowan’s story is becoming all too familiar across America’s biggest cities. At 44, she had hoped to own a home by now, but … Read more
As the back-to-school season kicks into gear, savvy parents have a fresh, powerful tool in their financial arsenal: expanded 529 college savings plans, thanks to the recent “One Big Beautiful Bill Act” signed into law. … Read more