Financial Advisor Headlines

The problem with 'good debt': Why borrowers should think twice about the label
Thu Oct 15 1:52 pm
Mortgages and student loans are often called "good debt." Experts say that label can hide the real question: Can you actually afford the risk?
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Why older Americans' wealth may be helping keep consumer spending strong
Mon Oct 12 1:23 pm
Boomers report more financial confidence as Federal Reserve and JPMorgan data show older households hold more wealth and draw more from investments.
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Bond losses may offer investors a tax break. Here’s how tax-loss harvesting works
Fri Oct 02 10:12 am
Higher yields have pushed bon prices lower. Here's how investors can use tax-loss harvesting to offset gains and avoid wash-sale pitfalls.
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SEC proposes investor exam to expand private market access — here's how it could work
Wed Oct 14 12:01 pm
The SEC proposed expanding accredited investor eligibility beyond traditional income and net worth thresholds, including through a new exam.
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AI stock swings could affect your 401(k). Here’s what retirement savers need to know
Fri Sep 18 8:52 am
Retirement savers may be affected by swings in the artificial intelligence trade. Here is how to assess the risk without making a rash move.
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Living abroad doesn't end your U.S. tax obligations. What young expats need to know
Wed Sep 16 7:00 am
Americans living overseas may still face U.S. tax-filing and foreign-account reporting rules — even when they ultimately owe no U.S. income tax.
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Is the K-shaped economy ending? Finance pros weigh in
Tue Aug 25 5:05 pm
The K-shaped economy may be changing. New data shows income and spending gaps are narrowing — but household finances tell a more complicated story.
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Inheriting a home can leave siblings with financial headaches — how to avoid costly mistakes
Thu Aug 06 8:35 am
Siblings inheriting a home can face difficult choices over selling, renting or keeping the property.
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Consumers turn to buy now, pay later for essential expenses — with growing risks
Tue Jul 14 8:15 am
Some consumers are using buy now, pay later for essential expenses like groceries, rent and utility bills. But more BNPL users have recently had a late payment.
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Immigration policy changes could worsen the care worker shortage and raise costs for families, experts say
Fri Jul 03 8:00 am
Immigrants make up 30% of direct long-term care workers, and tighter immigration policies could worsen shortages and raise family costs.
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Retirement savers may own SpaceX — or soon will — and not even know it
Sat Jun 20 1:25 pm
Investors who missed the SpaceX IPO may already have exposure to the stock through mutual funds, ETFs or retirement accounts.
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Trump's 'big beautiful bill' turned 529 plans into 'lifelong education' accounts, expert says: How to take advantage
Mon Jun 01 8:25 am
New rules allow 529 plan funds to pay for eligible career training, certifications, licensing fees and continuing education costs.
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