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Investing


Everything Parents Need to Know about Trump Accounts
Learn how Trump Accounts (530A accounts) work, including eligibility, contribution rules, investment options and tax treatment.

Daniel Kurt
3 days ago5 min read


The $1,000 Question: Are Trump Accounts Worth it for Parents?
Trump Accounts offer free money to some children, but parents should be aware of limited investment choice and possible tax disadvantages when investing their own cash.

Daniel Kurt
Apr 296 min read


The Pros and Cons of Target-date Funds
Target-date funds are the ultimate “set it and forget it” investment choice, but some are better than others.

Daniel Kurt
Feb 165 min read


4 Factors to Look for in a Mutual Fund
Knowing what to look for in a mutual fund can help you boost your return and make it easier to achieve your long-term goals.

Daniel Kurt
Jan 224 min read


Thematic Investing: Is Betting on Big Ideas a Smart Move?
Thematic investing involves betting on big ideas that have the potential to shape the worldwide economy, but you need to be careful with your approach.

Daniel Kurt
Jan 205 min read


How to Make the Most of Employee Stock Options
Using your stock options effectively can make them a potentially lucrative form of compensation.

Daniel Kurt
Jan 135 min read


What are Share ‘Classes' for Mutual Funds?
Understanding how fund classes differ can help you reduce investment fees and keep more of what you invest.

Daniel Kurt
Dec 2, 20254 min read


A Beginner's Guide to Index Investing
They may not be exciting, but low-cost index funds have some big advantages over their hand-picked counterparts.

Daniel Kurt
Nov 14, 20254 min read
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