Despite the paperwork, donating appreciated crypto remains one of the most tax-efficient moves for investors sitting on unrealized gains. You avoid paying capital-gains tax on the appreciation, and ...

Discover why equity income investing may be declining and learn total return strategies to help self-directed investors ...

Vanguard Real Estate Index Fund remains a Buy as public REITs trade at significant discounts to private market valuations, ...

The number of published studies using the Delphi method has increased considerably in recent years. The Delphi method is now ...

I don’t know about you, but a hot shower or bath always sounds good. Tech wizards, however, have created a human washing machine. I’ll pass. At this point it would be impossible to do a home loan ...

Billionaire philanthropist MacKenzie Scott is one of the world’s wealthiest women. As a Princeton University sophomore, ...

Buying land and building a home in Mexico can be a highly satisfying project, but not one that should be done without boots ...

A Morningstar Investment Management report offers early evidence that semiliquid structures may have a meaningful role to play in how retirement plans are designed.

Donor-advised funds can help clients maximize their philanthropy through front-loading deductions, donating appreciated assets and 'bunching' contributions.

As is well known, the main benefit of a 1031 exchange is that it allows property owners to defer capital gains taxes by ...