Trading in zero-days-to-expiry (0DTE) options has exploded in recent years, now accounting for over 50% of total volume in S&P 500 index (SPX) options. With this rapid growth has come increased sc...
Beware the Concentration Risk in Your 401(k)
While stocks are up big this year, gains are concentrated in a handful of large tech companies. This amplifies risks in broad market funds like 401(k)s.
Concentrated Gains in 2023
Over 80% of S&am...
Sidestepping the Mutual Fund Tax Trap: Strategies to Avoid Surprise Taxes
Mutual funds can surprise investors with capital gains taxes - even on funds that lost money. Here's why it happens and how to reduce your exposure.
Why Fund Investors May Owe Taxes on Losses
Mutu...
Navigating the New Student Loan SAVE Program
The Biden administration's broad student loan forgiveness plan was blocked, but the new Saving on a Valuable Education (SAVE) program is moving forward. SAVE is an income-driven repayment plan that co...
The Benefits of Roth IRA Conversion Before Tax Rates Rise
With tax rates set to increase in 2026 when provisions of the 2017 Tax Cuts and Jobs Act expire, now may be a good time to consider converting your traditional 401(k) or IRA to a Roth. While you'll ne...
Sunny Industry, Cloudy Stocks: Navigating the Solar Paradox
The solar industry is booming. Climate targets, energy security concerns, and government incentives have supercharged demand. Yet despite surging installations, solar stocks are struggling to gain mom...
The AI Revolution: Searching for the Next Generation of Secular Growth Winners
Artificial intelligence (AI) has captured the attention of investors in 2023, fueling a strong rally in large-cap technology stocks. While the full impact may take time to materialize in the small-cap...
3 Top Websites for Affordable and Secure Personal Checks
Introduction
Personal checks are a necessity for many people, but they can be expensive to buy at the bank. That's why many people are turning to online retailers to buy their checks. There are a num...
Top 3 Places to Shop for Personal Checks and Accessories Online
Personal checks have come a long way from just having your name and address printed on them. Today, you can find checks with colorful designs, themes, and accessories to customize your check-writing e...
August Job Creation Tops Forecasts, But Unemployment Ticks Higher, Wage Growth Slows
The August jobs report released by the Bureau of Labor Statistics on Friday indicated a mixed picture for the U.S. labor market, as job creation exceeded expectations, but simultaneously, the unemploy...
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