Higher-income earners who get sticker shock from the IRMAA surcharge on their monthly Medicare premiums should make sure they ...

The plan wasn’t perfect, and it was scrapped in mid-2005 after Hurricane Katrina. Three years later the stock market suffered a 50% drop during the Great Financial Crisis. Even so, the personal ...

The U.S. added more than 1,000 new millionaires per day last year, with surging stocks driving the wealth increase, according to a new report from UBS.

Mortgage rates in the U.S. dropped for a third week, sliding to the lowest level since the middle of May. The average for 30-year, fixed loans was 6.81%, down from 6.84% last week, Freddie Mac said in ...

Religious schools would be exempt from the tax in both the House and Senate proposals. The current levy of 1.4% on the richest colleges was instituted as part of the 2017 Trump tax cuts. Karin Johns, ...

The sweeping tax legislation that passed the House of Representatives promised to dramatically expand the use of Health Savings Accounts (HSAs). But the Senate version of the “One Big Beautiful Bill” ...

In equities, the biggest driver in the markets right now is investor sentiment, said Osman Ali, global co-head of quantitative investment strategies, and that sentiment is cautious, thanks to the ...

However, thus far, this year is different. In the first quarter, commodities—and precious metals in particular—were the fastest-growing ETF theme. Five of the top 10 fastest growing ETFs in the first ...

STS Capital Partners' Michael Smith guides entrepreneurs through their exit strategies, ensuring they achieve financial success and a lasting legacy.

New York Representative Mike Lawler said Wednesday he is open to negotiating with the Senate to advance President Donald Trump’s massive tax and spending bill, but insisted he would not agree to cut a ...

Morgan Stanley is doubling down on its efforts to manage the wealth of founders, investors and employees of closely held companies, adding a new designation for advisors focused on the space.

Novak has been in the business for more than 44 years, serving with Wells Fargo for more than 32 years and with UBS Financial for 12. The advisors’ “extensive industry experience and relationships ...