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Preferred stocks, also know as preferreds, may appeal to investors looking for a robust income stream, but they come with heightened risks during a period of rising interest rates. If you’re considering or already own preferred shares, here are some points to keep in mind. Preferreds:...
The 2017 tax reform law effectively doubled the federal estate tax exclusion amount to $11.18 million for individuals who died in 2018 ($11.4 million in 2019). With the portability provision that allows the unused exclusion amount to pass to a surviving spouse, a married couple...
Sharing meals in your home or out on the town isn’t just about eating; it’s also an opportunity to spend quality time with friends and family. But whether you are a frugal home cook or a foodie who frequents the trendiest eateries, your dining habits...
A power of attorney (POA) is a legal document that gives another person the authority to act on your behalf. Unless you have authorized someone to carry out your medical or financial affairs in the event you are unable to do so, a relative or...
At its meeting on March 20, 2019, the Federal Open Market Committee (FOMC) maintained the benchmark federal funds rate at the target range of 2.25% to 2.50% that was set in December 2018. This in itself was not surprising. But other communications signaled a definite...
Whether you’re a current business owner or a budding entrepreneur burning with the next great idea, one of the most important steps you can take on your journey to success is creating a business plan. A well-written business plan captures your vision, illustrates it for...
Merger and acquisition (M&A) activity in U.S.-targeted transactions surged to the highest level on record in the first half of 2018. There were 4,425 deals worth $1.06 trillion — a 74% increase in deal volume over the same period of 2017. There has also been...
Preparing for retirement can be daunting, but like any challenge it helps to take a hard look at some real data. Yet only 29% of workers or their spouses have tried to estimate their retirement expenses, and only 33% have estimated the monthly retirement income...
January is named after the Roman god Janus, who was portrayed as having two faces: one looking backward, the other looking forward. In a similar manner, economists like to look in both directions to better understand economic trends. But instead of two faces, they use...
Everyone faces challenges, and some challenges require more cash than you have readily available. If you find yourself in that position, you might eye your 401(k) balance and consider using those funds to meet your present needs. That’s a natural response, but it’s usually not...