Tag: Financial Advisors
What investors need to know
Damircudic | E+ | Getty ImagesAs more older Americans near retirement, many are eager to boost 401(k) savings...
ESG Hits Record $799B in ETF Assets Globally
ESG may be the most controversial acronym in finance, but don’t tell that to ETF investors....
How Advisors Are Putting Private Markets to Use
Financial advisors are adding value by expanding their focus to include private markets. ...
Student loan forgiveness is taxable again: How to prepare
Songsak Rohprasit | Moment | Getty ImagesStudent loan borrowers whose debt is canceled in 2026 or later may...
Here’s what you still have time to do
Aire Images | Moment | Getty ImagesAs the calendar winds down, there is still time for certain year-end...
Surprise year-end income could derail plans for 0% capital gains
Akio Maeshima | Digitalvision | Getty ImagesYear-end financial planning is tricky — and surprise portfolio income can derail...
You can still use the 0% capital gains bracket for 2025
Pongnathee Kluaythong | Moment | Getty ImagesMore from ETF Strategist:Here's a look at other stories offering insight on...
These big 401(k) changes are coming in 2026 — what it means for you
Kate_sept2004 | E+ | Getty ImagesAs 2025 winds down, many financial advisors are preparing for 2026, which will...
Even As Bitcoin Dips, Crypto ETFs Break Down TradFi Barriers
The recent bitcoin sell-off is shining a fresh light on crypto ETFs, and financial advisors...
How to maximize Trump’s bigger SALT deduction limit for 2025
Greg Hinsdale | The Image Bank | Getty ImagesIf you live in a high-tax state, you could see...
How Trump’s ‘big beautiful bill’ impacts your Giving Tuesday tax break
Yellow Dog Productions | The Image Bank | Getty ImagesIf you plan to donate money on Giving Tuesday,...
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty ImagesLosing a spouse can be devastating, and survivors often face a costly surprise...