This is the biggest year-end tax issue for high-net-worth clients

Klaus Vedfelt | Digitalvision | Getty Images As financial advisors weigh year-end tax planning strategies, there’s…

How Roth conversions can reduce taxes for inherited IRAs

Only 41% of investors with more than $1 million have a plan for passing on their…

The Fed could pull off a soft landing, here’s what that means for you

The Federal Reserve is expected to announce it will leave rates unchanged at the end of its…

Wells Fargo mortgage lenders probed over racial discrimination

People pass by a Wells Fargo bank on May 17, 2023 in New York City. Spencer…

Spanish economist set to lead EU’s huge lending unit on her priorities

The incoming head of one of the world’s largest development banks says it must become faster and…

Want to buy property in the UK? Now could be the time, experts say

Luxury properties in the Kensington and Chelsea district of London, UK, on Monday, Aug. 21, 2023.…

China’s livestream shopping booms, fueling new tech like avatars and AI

HAIAN, CHINA – NOVEMBER 7, 2023 – A crab farmer sells crabs via a live webcast…

Consumer spending fell in October, according to new CNBC/NRF Retail Monitor tracking card transactions

The consumer took a spending break ahead of the holiday season, with October retail sales, excluding…

More Americans take 401(k) loans, an indicator of financial stress

D3sign | Moment | Getty Images Households turn more to 401(k) loans Workers generally can’t touch…

Charlie Munger’s top advice for handling hardship: Cry, but don’t quit

When your life hits a rough patch, there’s nothing wrong with shedding a few tears, but…