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  • Use this year-end checklist to help navigate complex financial issues

Use this year-end checklist to help navigate complex financial issues

Westend61 | Westend61 | Getty Images The end of the year is one of the most important times for investors because there are so many decisions to make that impact…

High-net-worth donors can amplify impact with ‘recoverable grants’

Miniseries | E+ | Getty Images Anyone watching the markets this year knows that it’s been a bumpy ride. But investors and the corporate sector aren’t the only ones feeling…

Don’t reject the 60/40 portfolio. Embrace it

Jayk7 | Moment | Getty Images As we head into the fourth quarter, investors lack much to be excited about. Through Sept. 30, the S&P 500 Total Return Index declined…

Take risks, make wild predictions in fantasy football — not with money

It’s Sunday morning, and my kids are checking player reports to evaluate their fantasy football lineups. They chatter about wins and losses from the previous week and rumors about a…

Why you need to know your taxable income before tax-loss harvesting

Terry Vine | Getty Images There are few bright spots for investors in a down market. But tax-loss harvesting, which allows you to offset profits with losses, may offer a…