Investing

Advisors benefit when accountants refer clients, but the most fruitful partnerships go much deeper than a simple handoff.

Some early retirees find they miss the camaraderie and challenges of a job.

The former Berkshire Hathaway CEO’s three children probably will become the most influential philanthropists in the world after their father dies.

Advisors usually tell you to secure your retirement before you all in for paying for college.

The deal for Penumbra will pay off in the long run. Hang on to the shares.

One clear beneficiary of the turmoil: precious metals. Silver has been unstoppable, hitting $100 for the first time in history with a 43% year-to-date gain.

The company has found its calling curating data used to train AI models. Stay invested.

Activists also report to the SEC on Gold Royalty, Pearson, and W.R. Berkley.

The insurer completed a major turnaround after the financial crisis and is now an inexpensive play.

Average refunds will be up between $300 to $1,000 for the more than 100 million taxpayers who receive refunds, according to estimates from the Tax Foundation.

AbbVie extended the patent life on Humira for years, enough time to more than replace the sales. Now Merck and Bristol Myers Squibb face similar patent cliffs.

The value fund’s biggest return drivers are all tech stocks—just not the Magnificent Seven.

The stock trades at 20 times earnings, a deep discount to its big-box competitors. It’s time to buy this proven growth story.

A flood of new issuance is creating more opportunities, plus it’s getting easier for individual investors to access new offerings.

Shares of the German footwear brand have gone basically nowhere since their 2023 initial public offering. There are reasons to be hopeful.

The iShares U.S. Equity Factor Rotation Active ETF has taken huge bets on tech and communications stocks.

Stocks often do well during unsettled times. Here’s how to manage your investments when you’re tempted to flee the market.

Chevron, Boeing, and Colgate-Palmolive feature in this week’s column.

The new CEO could enhance the company’s returns on its massive cash position with a simple options strategy: cash-secured put sales.

This real estate investment trust has a valuable portfolio, trades cheaply on many financial metrics, and carries a safe 4.4% dividend yield.

It’s easy to fill out and could help avoid a major shock.

Activists also report to the SEC on Astec Industries, Bristow Group, and Monte Rosa Therapeutics.

At long last, “everything is participating,’’ says one pro. That could help keep the rally gong for some time.

The key is making the conversation and advice appropriate for each stage of a child’s development, writes financial advisor Jonathan I Shenkman.

Historically, small-cap stocks have soared or slumped. Now, after an unusually long period of underperformance, they’re showing some life.