- If You Invested $2K in the SpaceX IPO, How Much Do You Have Now?
SpaceX’s IPO was the biggest in history, raising $75 billion at $135 a share.1 The offering sparked much excitement, with retail investors keen on buying into one of the world’s most closely watched companies. If you had invested $2,000 at the $135 IPO price, here’s how much your investment would be worth today, and why… read more…
- Paying Student Loans at 26? Why Waiting to Invest Could Cost You the Most
Paying off your student loans before investing can make sense in some situations, but waiting to invest isn’t always the most cost-effective choice. If you postpone retirement savings or any other financial investments for several years, you may miss out on growth that can compound over time. Your decision may come down to whether the… read more…
- 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…
- 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…
- How to Invest in OpenAI: Steps for Direct and Indirect Options
Since OpenAI filed a confidential S-1 with the SEC in early June 2026, banks have been targeting a Nasdaq listing as early as the fourth quarter of 2026, though the company has cautioned that timing is not guaranteed.1 Until any listing is complete, buying OpenAI stock directly is not available to most investors. That does not… read more…
- SpaceX IPO and Your 401(k): Risk, Allocation and Rebalancing
SpaceX went public on June 12, 2026. The IPO valued the company at roughly $1.75 trillion, making it the largest in history.1 Even if you didn’t buy a single share, you may now own SpaceX through your 401(k). Many total market, large-cap and Nasdaq index funds quickly added the stock, increasing its weight in millions of… read more…
- SpaceX Employee Stock: Vesting, Taxes and Selling Strategies
When SpaceX went public on June 12, 2026, it completed the largest IPO in history at $135 per share.1 But while the IPO created substantial wealth for many employees, it also marked the beginning of a series of financial decisions that could significantly affect how much of that equity they ultimately keep. Here’s what you need… read more…
- How to Invest During Inflation: 3 Strategies and Risks
Inflation has a way of quietly undoing financial progress. A portfolio can post a positive return on paper and still lose ground if prices are climbing faster than the account is growing. After cooling toward the Federal Reserve’s target in early 2026, U.S. inflation has once again reaccelerated, reaching 4.2% for the 12 months ending… read more…
- Thematic Investing ESG: Trends, Benefits and Risks
You want your portfolio to grow, but you also want it to reflect what you believe in. Thematic ESG investing promises both: exposure to the trends you believe in that are reshaping the global economy, such as clean energy initiatives, while screening out companies with poor labor practices, weak governance or environmental red flags. It… read more…
- Are Bonds Safer Than Stocks? Risks, Returns and Differences
Bonds are generally less volatile than stocks and give bondholders a contractual claim to interest and principal, which makes them feel safer day to day. But safety has more than one meaning. A bond can lose real value to inflation for years without the issuer ever missing a payment, while a diversified stock portfolio that… read more…
- Alternative Asset Management: 4 Strategies and Examples
Traditional stocks and bonds have long been the foundation of most investment portfolios, but they’re no longer the only game in town. From private equity and hedge funds to commercial real estate and private lending, alternative investments have grown into a multi-trillion-dollar market attracting institutions and individual investors alike. These assets can offer new opportunities… read more…
- I Have $100,000 Left to Invest in Retirement. Here’s Where I’m Putting It (and What I’m Avoiding).
At this stage of life, you don’t want to gamble the $100,000 you spent decades building. But you also know it’s quietly losing ground to inflation just sitting there. So you do nothing, only to realize that this decision also carries its own set of risks. Here’s where you could put that money to work… read more…
- Steepening Yield Curve: Types and Uses for Investors
Bond investors pay close attention to the shape of the yield curve because it can offer clues about where interest rates and the economy may be headed. A steepening yield curve can signal changing expectations for economic growth, inflation or Federal Reserve policy. While it is not a guarantee of what comes next, it can… read more…
- What Is a Prediction Market: Uses and Examples for Investors
A prediction market is a platform where participants buy and sell contracts tied to the outcome of future events. Prices on these contracts reflect the market’s collective estimate of how likely an event is to occur. In a winner-take-all contract, a share pays out $1 if the event happens and $0 if it does not.… read more…
- Gold Hedge Against Inflation: Pros, Cons and Alternatives
When inflation rises, the value of your money falls. Inflation concerns prompt many investors to look for assets that can help preserve purchasing power. They often choose gold as one of their first investments thanks to its long-standing reputation. Gold has been a store of value during periods of economic uncertainty for hundreds of years.… read more…
- Publicly Traded REITs: How They Work, Taxes and Examples
A publicly traded real estate investment trust (REIT) is a company that owns income-producing real estate, trades on a major stock exchange and is required by law to distribute at least 90% of its taxable income to shareholders as dividends. Unlike private REITs or non-traded REITs, publicly traded REITs offer daily liquidity, price transparency and… read more…
- SpaceX IPO: Valuation, Timeline and Investment Options
For more than two decades, SpaceX built rockets, launched satellites and rewired the economics of space travel entirely outside public markets. That changed on June 12, 2026, when the company completed the largest IPO in history, opening ownership to everyday investors for the first time. Here’s a closer look at SpaceX’s valuation, business model, risks… read more…
- OpenAI Stock IPO: Expected Valuation, Timeline and Investment Options
OpenAI, the company behind ChatGPT, confidentially filed an S-1 registration statement with the SEC on May 22, 2026. This formally begins its process of going public. CNBC reported that Goldman Sachs and Morgan Stanley are leading the deal, with the company targeting a public debut “as soon as the fourth quarter” of 2026.1 OpenAI said… read more…
- Anthropic IPO: Expected Valuation, Timeline and Investment Options
Anthropic, the AI company behind the Claude family of models, confidentially submitted a draft S-1 registration statement with the SEC on June 1, 2026, giving the company the option to pursue an initial public offering after SEC review.1 The filing came after Anthropic announced a $65 billion Series H funding round at a $965 billion… read more…
- Diversifying Stock Into Real Estate: Opportunities and Risks
Stocks have long been the go-to investment vehicle for building long-term wealth, yet they’re just one part of a diversified portfolio. Real estate represents an entirely different asset class that responds to different market forces and offers unique benefits, such as consistent rental income, tangible value and inflation protection. Yet jumping into real estate investment… read more…
- Discount for Lack of Marketability: Uses and Calculation
Not all assets can be sold quickly or easily. A minority stake in a family business, restricted stock or an ownership interest in a private company may have significant value on paper but be difficult to convert into cash. That’s where a discount for lack of marketability (DLOM) comes into play. By accounting for the… read more…
- Tax-Loss Harvesting: Investment Benefits and Strategy Tips
Tax-loss harvesting involves two steps. First, you sell investments at a loss to offset capital gains or a portion of ordinary income. Then, you reinvest the proceeds in a similar but not identical position to keep your portfolio working. The reinvestment step distinguishes it from simply selling at a loss. It preserves your long-term investment… read more…
- High Net Worth Investment Management: Services and Examples
Managing significant wealth involves more than picking the right investments. High-net-worth investors often deal with tax strategies across multiple accounts, estate planning, concentrated stock positions and access to private markets, all at the same time. High-net-worth investment management brings these pieces together through customized portfolios, comprehensive planning and a team-based approach built around each client’s… read more…
- $10,000 Invested in Apple Stock 20 Years Ago: How Much Is It Worth?
If you invested $10,000 in Apple stock on May 18, 2006, that investment would be worth approximately $1.32 million as of May 2026. This calculation is based on Apple’s share price of $297.84 as of May 18, 2026, and its May 18, 2006 closing price of $2.26. You should note that this figure reflects price… read more…
- Behavioral Economics: Definition, Goals and Examples
Why do people panic and sell investments during market downturns or overspend even when trying to save money? Why do some avoid financial decisions altogether? Traditional economics assumes people make rational choices based on logic and self-interest. However, real-life behavior often tells a different story. Behavioral economics examines the psychological and emotional factors that influence… read more…