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Banking Saga Continues

The banking crisis has sparked immense focus on financial stability; with an attendant tightening in credit conditions, the risk of a formal recession has risen notably.

March 20, 2023 Liz Ann Sonders • Kevin Gordon

Perspective: Ups and Downs

Market surprises force investors—and the Federal Reserve—to re-evaluate yet again.

March 17, 2023

Market Snapshot

Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

March 16, 2023

Bank Worries Strike Again

What our experts think about today's market action.

March 15, 2023

Waves of Inflation

Although inflation may be receding, intermittent waves of price increases may cause investor uncertainty about the direction of economic growth and central banks' policy response.

March 13, 2023

Prepare for tax season

How to Minimize the Risk of an IRS Audit

A number of tax audits result from preventable mistakes. Here are the five most common audit red flags—and what to do to avoid them.

March 10, 2023

Smart Tax Moves for 2022

Tax Day is coming soon. But it's not too late to manage your tax liability.

February 16, 2023

6 Questions for Tax Season

Asking these six questions could help reduce your taxable income and minimize what you owe come tax season.

December 06, 2022

Learn tax-smart strategies for filing.

Go to tax planning guide

Trading news

Michael Zarembski

Looking to the Futures

Michael Zarembski
March 20, 2023
Randy Frederick

Today's Options Market Update

Randy Frederick
March 20, 2023
Randy Frederick

Weekly Trader's Outlook

Randy Frederick
March 17, 2023

Popular topics

Jodi's Story

How one woman changed careers—and found a path that fit with her values.

March 20, 2023

Tax Tips for Traders

Traders have special tax considerations, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.

March 17, 2023

Inflation Reduction Act Facts

The $750 billion Inflation Reduction Act of 2022 aims to combat climate change and increase tax revenues. Here's what it could mean for you.

March 10, 2023

How to Minimize the Risk of an IRS Audit

A number of tax audits result from preventable mistakes. Here are the five most common audit red flags—and what to do to avoid them.

March 10, 2023

Personal finance 101

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023

Your 401(k) Questions Answered

Have 401(k) questions? Get answers to the most frequently asked 401(k) questions to demystify the most common type of your workplace retirement plan.

February 28, 2023

Planning for Retirement

Learn the basics of retirement planning, like setting a retirement goal, choosing between a Roth and Traditional IRA, and deciding how to manage your investments.

February 27, 2023

Investing 101

Fixed Income Mutual Funds

If you're considering fixed income investments to diversify your portfolio and get a steady income stream, you might want to consider fixed income mutual funds.

March 16, 2023

Income Investments Bring Risk

During times of market volatility, many investors look for yield in fixed income and dividend stocks. But there's risk in these investments. Learn what they are before investing.

March 16, 2023

ETF vs. Mutual Fund

Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

March 15, 2023

How to Choose Dividend-Paying Stocks

Dividend-paying stocks are an essential part of many investors' portfolios—though not always for the same reasons.

March 14, 2023

The Risk of Too Much Cash

When it comes to long-term growth, cash isn't king. Learn why it might be worth the effort to reinvest your money through portfolio rebalancing and reentering the market gradually.

March 10, 2023

Trading 101

Recovering From a Trading Loss

In a volatile market, you may find yourself with a surprising amount of trading losses, and big ones can undermine your confidence. Here's how to bounce back.

March 10, 2023

What's a Brokerage 1099 Tax Form?

Learn what types of brokerage accounts typically generate a 1099, some important sections of the document, and when to expect your brokerage 1099 tax form.

March 08, 2023

Margin: How Does It Work?

In the same way a bank can lend you money if you have equity in your house, your brokerage firm can lend you money against the value of the investments in your portfolio.

March 02, 2023

Retire with confidence

The Future of Social Security

Current forecasts project a Social Security shortfall in about a decade. Knowing when to collect can help you maximize your benefits. Find out when could be the right time for you to start collecting Social Security payments.

March 10, 2023

Should You Disinherit a Child?

Family rifts sometimes lead to estrangement—resulting in thoughts of disinheritance. But consider the consequences before you exclude a loved one from your estate.

March 10, 2023

4 Retirement Risks to Avoid

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

March 10, 2023

Keep Beneficiaries Current

Designating beneficiaries is a simple way to help protect your estate and avoid probate.

March 08, 2023

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