With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind.

Stocks grew for the third straight month as each of the benchmark indexes listed here posted solid returns in November.

The market's run of weekly gains ended last week as each of the benchmark indexes listed here lost value.

HSA’s are a great way for individuals to pay for qualified medical expenses in a tax-advantaged way and are designed to work together with high-deductible health plans (HDHP)

Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends.

The 2019 Fidelity Charitable Giving Report is a snapshot of more than 200,000 generous donors.

You can contribute to both a traditional IRA and a Roth IRA in 2020, but your total contributions can't exceed specified annual limits.

The Dow hit a new record high last week, and each of the benchmark indexes listed here posted solid gains as investors received encouraging news on the trade front.

Mutual funds and ETFs typically distribute taxable capital gains to shareholders each December. Below is a list of Vanguard funds that were expected, as of October 31, 2019, to distribute taxable capital gains in December 2019.

Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes.

In September 2019, the Institute for Supply Management (ISM) Purchasing Managers Index (PMI), which measures a wide variety of manufacturing data, fell to 47.8%, the lowest level since June 2009.1

Fidelity will begin offering zero commissions for New Capital clients on online equities, ETFs, and options trades.

A better-than-expected jobs report and strong third-quarter earnings from some major companies drove stock prices higher for the fourth consecutive week.

The 2019 New Capital Annual Conference was Friday, October 25th at the Hyatt Regency Galleria.

Health expenses are rising faster than inflation, and even insured workers are finding it harder to pay their portion from year to year (premiums, copays, coinsurance, and deductibles), much less plan for the future.

Solid corporate earnings reports and encouraging signs on the trade war front spurred stocks higher last week. The S&P 500 reached its second-highest closing value by last Friday, while the Dow is nearing a record high.

Beginning on November 1, 2019, individuals may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA).

October 20 to 26, 2019, is National Retirement Security Week. What better time to review the benefits of your retirement plan and determine if you're making the most of them?

Both the Dow and Nasdaq rose by almost 1.0%, followed by the Russell 2000 and the S&P 500. However, the biggest mover was the Global Dow, which surged almost 2.0%.

People frequently observe that the United States tax code is a mess, and they are absolutely right.  The tax system is now the result of decades of parochial interests lobbying for various increases and reductions to benefit themselves.