Category: Advisors

Workers want elusive socially responsible investments in 401(k): Survey

Wolfgang Kaehler | LightRocket | Getty Images A polar bear is looking for food at the edge of the pack ice north of Svalbard, Norway. If you’re looking in your...

Trump loves coal, hates climate action but investors are fighting back

President Donald Trump loves climate-wrecking coal and hates the climate-saving Paris Agreement. Meanwhile, forward-looking impact investors hate the problems of burning...

Investing with equal pay in mind may be more difficult than you think

Chances are, if you invest in a fund that bills itself as gender-focused, you will count on it to make shareholder votes that keep those issues in mind. But Morningstar...

If you turned 70½ last year, don't miss this key April 1 deadline

Procrastinators, your time is up. If you've been waiting to take that 2018 required minimum distribution from your IRA or 401(k), you have a few days to get it...

Don’t hide these things from your financial advisor

Even if it’s just cash you have in a savings account, your advisor generally should know about it. Basically, it’s a piece of the puzzle. Some assets get...

In a search for fixed income, advisors look past mainstream bond funds

In the search for fixed income, financial advisors are looking beyond bonds to alternatives — from the commonplace to the more arcane. Some view certificates of...

Here’s the tax bill if you hit the $448 million Powerball jackpot

If someone hits the $448 million jackpot in Wednesday night’s Powerball drawing, Uncle Sam will be waiting in the wings with both palms out. While the odds of...

5 last-minute tax moves you can still make before you file

Most of the last-minute opportunities to reduce your tax liabilities for 2018 have come and gone. You can’t deduct charitable contributions you make in 2019 from...

There’s a huge tax bill if you hit Powerball or Mega Millions jackpot

With no one hitting all the numbers in Saturday night’s Powerball drawing, the jackpot has surged again. Now at an estimated $381 million, the top prize has been...

Here’s your tax bill if you hit Mega Millions or Powerball jackpot

However, with the top federal tax rate of 37 percent applied to income above about $510,000 for single tax filers ($612,000 for married couples filing jointly) you could...