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Investors nearing retirement or relying on regular withdrawals may want to reconsider the 90/10 rule before adopting it.
Investing for Beginners

90/10 Rule: Investor Uses and the Warren Buffett Example

The 90/10 rule is an investment allocation strategy that allocates 90% of a portfolio to equities and 10% to short-term fixed-income instruments. The strategy was popularized by Warren Buffett in his 2013 letter to Berkshire Hathaway shareholders. There, he outlined instructions for the cash bequest left in a trust for his wife after his death:… read more…

Marketing

Content Marketing for Financial Services: Strategies and ROI

Content marketing for financial services spans a broad range of activities. Whether you’re a financial planner, an insurance agent, CPA or a wealth manager, you may be using blog and social media content, videos, podcasts, newsletters and other content creation channels to promote your business. Developing a content marketing strategy that produces the results you… read more…

Blockbuster IPOs can set expectations of big returns but cannot guarantee them.
How to Invest

If You Invested $15K in the SpaceX IPO, How Much Do You Have Now?

SpaceX is the largest initial public offering (IPO) in history, raising a record $75 billion and attracting interest from investors keen on owning a stake in Elon Musk’s rocket and satellite company.1 While a blockbuster IPO can fuel expectations of outsized gains, the value of any investment ultimately depends on how the stock performs after… read more…

Property tax relief generally comes in four forms exemptions credits freezes or deferrals.
Retirement Taxes

At What Age Do Seniors Stop Paying Property Taxes? The Answer Depends on Your State.

Homeowners often believe they stop paying property taxes after a certain age. In reality, there is no nationwide age at which property taxes automatically disappear. Whether you qualify for a property tax break depends on where you live, since states and local governments offer their own property tax exemptions or credits. Not knowing what your… read more…

Editor's Picks

A couple determining whether they need a CFA vs. CFP®.
Certifications & Licenses

CFA vs. CFP®: Which Do You Need?

Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or employer) that the holder has received education in certain types of financial… read more…

Clients meeting with an advisor from a wealth management firm.
Brokerage

6 Tips for Choosing a Wealth Management Firm

Wealth management firms are all different, with their own specializations and services. As a result, the process for choosing a wealth manager is a very personal one. Wealth managers work closely together with their clients to identify financial goals and… read more…

A fee-only financial planner doesn't earn commissions for recommending certain products.
Advisor Fees & Costs

What Is a Fee-Only Financial Planner?

If a financial planner, financial advisor or another type of financial professional is fee-only, that means they receive compensation solely from the fees clients pay for their services. They do not earn commissions for recommending certain products. A fee-only structure… read more…

Investment Property
Real Estate Investing

Why First Homes Could Be Investment Properties

If you’re young and looking to purchase a new home to live in, you may want to consider turning it into an investment property. While most people wait until after they’ve bought their first or second home to begin investing in… read more…

Data Articles and Studies

Two engineers working on a drone project in a laboratory.
Travel, Education & More

America’s Most Innovative States

Innovation can attract investment and reshape economies. The U.S. Economic Development Administration identifies innovation as a driver of global competitiveness, job creation and economic growth. However, innovation activity varies substantially by region. Some states generate more patents, support greater research and development activity, and attract more venture capital than others, giving them a stronger foundation… read more…

Parents playing with their child at home.
Cost of Living & Taxes

Cost of Raising a Child in Major U.S. Metros – 2026 Study

Common expenses tied to raising a child — including child care, food, medical care, housing and other necessities — can total tens of thousands of dollars annually. While costs are high across major metro areas, the burden varies sharply by location, with families in some places facing annual expenses more than twice as high as… read more…

University of Florida, Albert Murphree statue.
Travel, Education & More

America’s Best Value Public Universities — 2026 Study 

A university degree is one of the biggest investments many Americans will make, and public institutions are often perceived as the most affordable path toward a higher education. But sticker price alone does not determine value. Outcomes can vary widely by school, meaning some public universities may offer stronger returns for students seeking manageable costs… read more…

Cost of Living & Taxes

Where the Down Payment Burden Has Grown Most

Saving for a home down payment has become a moving target. As rising home prices outstrip wage growth, the amount of time buyers may need to set aside enough money has changed sharply in many parts of the country. In some states, rising incomes have helped offset higher home values. In others, buyers may face… read more…

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