Senate Finance has now published its report, Private Placement Life Insurance: A Tax Shelter For The Ultra-Wealthy Masquerading As Insurance (Sen. Finance, Feb. 21, 2024),

Climate change has not yet broken through as a bipartisan issue. We should all be concerned with the effects of climate change on our retirement portfolios, however.

Once again, the Non-Farm Payrolls (NFP) number, at +275K, was well above the consensus +200K estimate. The Household Survey reported a fall in -184k jobs.

Closed-end funds sometimes give us hard choices … like do we want high dividends or really high dividends? Okay, so maybe I’m being a little flippant here—but not much!

Two stocks make up about 14% of the market cap of the S&P 500 but only 0.4% of the SPXEW, as they are equal to all the other stocks in that index.

Forbes 2024 tax guide provides tips on tax filing, tax rates, tax deadlines and extensions, crypto taxes, the child tax credit, tax refunds and more.