“The hierarchy method is a fine print and disclosure problem,” said Jonathan Lee, senior portfolio manager at U.S. Bank ...

If you're planning to pass down property to your heirs, a 'tangled title' can complicate things. The good news is it can be ...

Homeowners leverage their home equity through various strategies, such as HELOCs or reverse mortgages. A newer option: Shared ...

AI is a new tool to help investors analyze data, but can it beat the stock market? Here's how a chatbot's stock picks fared ...

If you've exited your business, financial advice is likely to be flooding in from all quarters. But wait until the dust ...

Interactive Brokers' recently split its stock to makes its shares more accessible to investors. Could these high-priced ...

Back in the day, investors who wanted into Capital Group’s American Funds had to buy them through an adviser. Those rules ...

Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries ...

I have a refreshingly optimistic outlook that might be different from some of the other conversations you’re having. I ...

When a surprise windfall lands in your lap, it can open up doors, says Patrick Doherty, SVP and financial adviser at Wealth ...

Another thing you can learn from investing: Wall Street just hates surprises. When the unexpected arises, the markets can ...

Prices and other data are as of May, 2025. You’ve got some money in bond funds. You did some shopping, and your fund is throwing off more than 4% in interest. Pretty good, considering inflation ran at ...