Discover how the Smith Maneuver can turn your Canadian mortgage interest into tax-deductible investment interest with a readvanceable mortgage. Learn how it works today.

The Uniform Transfers to Minors Act (UTMA) is an act that allows a minor to receive gifts such as money, real estate, and fine art without aid.

Discover how captive insurance companies help parent firms manage unique risks, offer tax advantages, and control costs. Learn their benefits and challenges.

It’s crucial for advisors to have a thorough understanding of the products they cross-sell to maintain trust and compliance. Poor cross-selling practices can harm customer satisfaction and business ...

Meta's progress with AI will be in focus when the social media giant reports after the bell Wednesday, with investors likely ...

Learn how deferred acquisition costs (DAC) aid insurance companies by spreading acquisition expenses over contract terms, reducing upfront strain and smoothing earnings.

Discover the key factors of quality of life, its impact on financial decisions, and the top countries offering the best living conditions in 2024.

Major stock indexes hit record highs Friday after the release of slightly cooler-than-expected September inflation data that ...

Microsoft is slated to report quarterly results after markets close Wednesday, and Wall Street analysts expect another solid ...

The Fed’s next move comes amid increasing fears of weakness in the labor market; lower borrowing costs could help spur business activity and create more jobs. However, the rate cut decision arrives as ...

Buffett has focused on investor behavior and frictional costs in his case against splits. 1 They: increase share turnover, and therefore the so-called “pickpocket” of transaction costs; 4 attract ...

While immediate cash flow concerns and the need to pay off high-interest debts are critical, pausing 401(k) contributions to do so may not always be the best option.