Have a case of buyer’s remorse? Why high inflation may be to blame
Shoppers are seen inside a shopping mall in Bethesda, Maryland on February 17, 2022. Mandel Ngan | AFP | Getty Images Inflation is pushing up...
Financial planning
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That socially responsible fund may not be as ‘green’ as you think. Here’s how to pick one
Tetra Images – Erik Isakson | Brand X Pictures | Getty Images Investment funds that promote values like the environment and social good have become...
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Here’s how we determine the FA 100 ranking for 2022
Peopleimages | Istock | Getty Images CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA...
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Op-ed: Here’s what every woman needs to know about investing
Thomas Barwick | Getty Images Despite setbacks during the pandemic, the financial influence of women in the U.S. only stands to grow in the coming...
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More advisors turn to alternative investments to further diversify their clients in volatile market
Marko Geber | DigitalVision | Getty Images After battling downturns in the stock and bond markets, more financial advisors looking to further diversify their clients...
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Tax ‘refunds may be smaller in 2023,’ warns IRS. Here’s why
If you’re expecting a tax refund in 2023, it may be smaller than this year’s payment, according to the IRS. Typically, you get a federal...
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‘Moms Are Cool’ program offers free financial counseling for mothers impacted by the pandemic
Paige Montgomery with daughter Penelope Paige Montgomery Women have been disproportionately impacted by job loss during this pandemic, and mothers have been hit even harder. ...
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Worried about a recession? Here’s how to prepare your portfolio
FG Trade | iStock | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. “We all understand...
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‘No one wants to be the state taxing student loan forgiveness.’ Here’s where borrowers may see a bill
dmphoto | E+ | Getty Images There’s good news if you’re eligible for student loan forgiveness: It won’t trigger a federal tax bill. And while...
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Remarrying? Here are financial considerations to keep in mind before saying ‘I do’
kali9 | E+ | Getty Images You may want to consider some financial issues before walking down the aisle again. When it comes to tackling...
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Here’s when tax-loss harvesting makes sense … and when it doesn’t
When the stock market dips, a strategy known as tax-loss harvesting can be a silver lining. But it doesn’t make sense for all portfolios, financial...
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Here’s how to pay 0% capital gains taxes with a six-figure income
Luminola | E+ | Getty Images It’s natural to fixate on portfolio losses, especially with the S&P 500 down more than 20% for the year....