OpenAI IPO Date: Investor Timeline, Valuation and Expectations
OpenAI has formally started the IPO process, but investors still don’t have an official OpenAI IPO date. The ChatGPT developer confidentially submitted an S-1 in June 2026 after reaching an $852 billion private valuation.1 With no set date for the listing potentially, the bigger questions are what OpenAI will be worth and whether its rapid… read more…
Anthropic IPO Date: Investor Timeline, Valuation and Expectations
Anthropic has taken a major step toward Wall Street, but investors still don’t have an official Anthropic IPO date. The Claude developer confidentially submitted IPO paperwork in June 2026 after reaching a $965 billion private valuation.1 With a November listing reportedly under consideration, the next questions are what Anthropic will charge investors and whether its… read more…
4 Financial Moves to Consider When Interest Rates Go Up
Rising interest rates reshape the investment landscape, creating both risks and opportunities across stocks, bonds and cash. Existing long-term bonds can lose value, while highly valued growth stocks may face pressure as future earnings are discounted more heavily. At the same time, cash begins paying meaningful interest, newly issued bonds offer higher yields and some… read more…
Rubber Duck Rule for Retirement Planning: Uses and Examples
Many retirement plans look airtight in a spreadsheet until you try to explain exactly how they’ll work. The rubber duck rule, which is the practice of talking through a strategy step-by-step to expose faulty logic, can reveal assumptions and contradictions that are easy to overlook on paper. In retirement planning, where withdrawals, taxes, Social Security… read more…
Editor's Picks
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…
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…
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…
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
Where Americans Are Broke — 2026 Study
Having a negative net worth means a household owes more than it owns, and high debt relative to assets is associated with greater perceived depression, more stress and poorer health. For nearly two decades before the Great Recession, the share of U.S. households whose debts equaled or exceeded their assets held fairly steady, then rose… read more…
Where Wages are Growing — and Falling — in Texas
Everything’s bigger in Texas, but when it comes to income, some parts of the Lone Star State are more synonymous with Texas-sized paychecks than others. Economic opportunity can vary sharply by county, shaping how far earnings go and where workers see the strongest gains. SmartAsset compared average weekly wages for private-sector workers across 252 of… read more…
How Much Do You Need to Earn to Be in the Top 1% in Your State in 2026?
Fewer than two million American households rank among the top 1% of earners. When examined by state, the income needed to join this group varies dramatically. In some places, households can enter the top 1% at income levels that fall well below the threshold elsewhere, reflecting an uneven landscape of wages and wealth. SmartAsset analyzed… read more…
Where AI Could Reshape the Most Jobs — 2026 Study
SmartAsset used the most recent U.S. Bureau of Labor Statistics data to calculate the percent of each state’s workforce employed in 26 positions classified at the highest risk of potential AI disruption according to June 2026 research by the Virginia Economic Information and Analytics Division. The results show where potential AI-related job disruption is most concentrated across the United States.
You Might Like
- Is Social Security Income Taxable?
- CPA vs. CFP®: Which Is Right for You?
- How to Find and Choose a Financial Advisor
- Investment Advisor vs. Financial Planner
- What Is an Investment Broker?
- What Is a Fiduciary Financial Advisor? Definition, Types and Examples
- All About Taxes on Rental Income
- How Much Does a Financial Advisor Cost?
- Can You Claim Allowances on Your Taxes?
- 12 Questions to Ask a Financial Advisor