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The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.
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The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.
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The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.