When most people hear “529 plan,” they immediately think of college savings. While that is the primary purpose of these accounts, recent…
This article was written byFollowHere at PropNotes, I focus on uncovering high-yield investment opportunities for individual investors.With a background in professional prop trading, my…
This article was written byFollowThe Simmons Partnership is a Registered Investment Advisory (RIA) firm specializing in investment management, retirement planning, wealth management, financial planning,…
Early Innings! At the end of 2024, we titled our letter Is this a Generational Opportunity, highlighting what we believed to be asymmetric return…
Why inheriting a family home can feel more like responsibility than richesFor decades, Baby Boomers have been quietly amassing one of the largest concentrations…
Franklin Resources, Inc. is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s…
What is one of the first things we ask people when we meet them? “What do you do?” If the response is, “I am…
This article was written byFollowArbitrage Trader, aka Denislav Iliev has been day trading for 15+ years and leads a team of 40 analysts. They identify mispriced investments in fixed-income and closed-end funds based on simple-to-understand financial logic. Denislav leads the…
New Year, new IRS limits letting employees save more in their employer retirement plans. But in January 2026, the new Roth catch-up rules take effect, and it's complicating the math…
Every December, Americans gather for what may be the country’s most multigenerational ritual: the holiday…
The Social Security Fairness Act, signed into law on Jan. 5, 2025, eliminated the Windfall…
If you’re like most people in their 60s and 70s, you’re managing a few health…
In mid-January 2025, I received a very ballistic email from a woman new to 65…

There is no Big Oil executive closer to Donald Trump than Mike Wirth.The US president likes to talk business and…
This article was written byFollowWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and…
This article was written byFollowI am an experienced Risk Management Business Analyst at a Systemic Greek Bank, with a strong…
Telegram bonds in Russia worth half a billion dollars have been frozen under western sanctions, revealing the messaging app’s financial…
This article was written byFollowI work on the buy-side in Fixed Income. In my spare time, I'm out here Seeking…
Joe has worked in the financial services industry since 1992 in various capacities, including Operations Manager, Compliance Manager, Registered Representative…
Investors sank money in big European office deals again last year, with values and the number of transactions rebounding as…
Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means for Washington, business and the…
This article was written byFollowI hold a Master’s degree in Cell Biology and began my career working for several years…
Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means for Washington, business and the…
A company of Manulife Investment Management, John Hancock Investment Management serves investors through a unique multimanager approach, complementing our extensive…
On a crisp December afternoon, a small group of ageing trade unionists met under fluorescent lights in the headquarters of…
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