Over the last 30 years, the U.S. stock market has enjoyed remarkable growth—despite two notable downturns in 2000 and again in 2008.  In three decades, the S&P 500 has enjoyed tenfold growth in value, from just over 300 on the index in 1990 to more than 3,000 today—and growing.

A bill entitled The Setting Every Community Up for Retirement Enhancement (SECURE) Act passed the U.S.

This is a simple-sounding question that can be, in the real world of tax planning, very hard to answer.  The simplest calculation is that, in 2020, under the just-released tax tables, single taxpayers will pay 0% capital gains taxes if their adjusted gross income is $40,000 or below, while joint taxpayers will pay 0% below $80,000 of adjusted gross income.  After that, the 15% rate ki

’Tis the season for the U.S.

Prepare not to be surprised.  The annual retirement saving and spending survey conducted by the fund company T. Rowe Price found that U.S.

By Harlan Storey​

Estate planning is complicated.  There are a lot of moving parts to organizing your finances and determine where they will go after your death.  And in many cases, people simply sign a stack of documents at their attorney’s office and think the job is done.

One of the unexpected results of the recent rally in American stocks, combined with a market malaise throughout the rest of the world, is that U.S. companies, in aggregate, now make up more than 40% of the global market capitalization of all publicly-traded stocks.  This is up from just over 32% ten years ago.

You hear a lot in the press about “elder abuse,” and the image that comes to mind is physical abuse or violence.  But the most likely scenario, according to the AARP, is the 20-year-old son gently accompanying his elderly grandmother to the bank, where she querulously requests a $4,000 withdrawal.  Debra Whitman, executive vice president and chief public policy officer at

Happiness researchers are constantly asking whether money can buy happiness, and the research suggests that the answer is yes—but up to a point.  Once a person’s basic needs are comfortably met, more money doesn’t necessarily make people happier—and at some point it can lead to a decline in the pleasure one takes from life.