Investing News

Many people begin looking into tax-advantaged 529 plans soon after the arrival of their first baby. But it can be daunting for a first-time saver (and sleep-deprived parent) to sort through the many different options, rules, and tax angles that these accounts involve. In this article, we explore the basics of 529 plans and highlight

In this article NEWR Delmaine Donson | E+ | Getty Images Company: New Relic (NEWR) Business: New Relic is a software-as-a-service company, delivering a software platform for customers to collect telemetry data and derive insights from that data in a unified front-end application. It offers a suite of products on its open and extensible cloud-based

Pedestrians pass by a Lululemon store. Scott Mlyn | CNBC Markets are tense, and May’s hot inflation report has only worsened the situation. Last month’s consumer price index rose 8.6% from a year ago, making it the highest increase since December 1981. The reading spurred further worries about a recession and bond yields jumped on

Shopping for a lender can feel confusing and a little intimidating. With so many companies and types of lenders to choose from, you might feel analysis paralysis. Understanding the differences between the main types of lenders can help you narrow down the field. The type of loan you choose is obviously important, but choosing the

Mathisworks | Digitalvision Vectors | Getty Images For years, hotel operators have under-invested in technology, but persistent labor challenges are forcing a reckoning in the industry. “The labor issue is a big driver for investments in technology,” said Mark Haley, a partner at Prism Hospitality Consulting, which specializes in hospitality technology and marketing. “You can’t

Binary options are financial options that come with one of two payoff options if the contract is held until expiration: a fixed amount or nothing at all. That’s why they’re called binary options—because there is no other settlement possible. The premise behind a binary option is a simple yes or no proposition: Will an underlying

In this article GS David Solomon, CEO, Goldman Sachs, speaking at the World Economic Forum in Davos, Switzerland, Jan. 23, 2020. Adam Galacia | CNBC Internships have begun at Goldman Sachs‘ offices in the U.S. this week, according to the global investment bank. Roughly 3,700 people won a coveted spot in the company’s summer internship

In this article BCSF (Click here to subscribe to the Delivering Alpha newsletter.) Bain Capital, with $160 billion in assets, is one of the largest private, private equity firms. Despite many of its peers going public, like TPG earlier this year, Bain has no immediate plans to join them.  John Connaughton is Bain Capital’s global head of

Scalping vs. Swing Trading: An Overview Many participate in the stock markets—some as investors, others as traders. Investing is executed with a long-term view in mind—years or even decades. Trading, meanwhile, moves to pocket gains on a regular basis. A common method for distinguishing one type of trader from another is the time period for

In this article FOUN Traders on the floor of the NYSE, June 8, 2022. Source: NYSE SPACs are known to be a roundabout investment vehicle to take private companies public. Not this one. Bull Horn Holdings is merging with biotech Coeptis Therapeutics, a public company traded over the counter. The SPAC sponsors told CNBC they went for

When it comes to conservative investments, nothing says the safety of principal like Treasury securities. These instruments have stood for decades as a bastion of safety in the turbulence of the investment markets—the last line of defense against any possible loss of principal. The guarantees that stand behind these securities are indeed regarded as one

Pharmaceutical giant Pfizer Inc. (PFE) announced on June 6 that it planned to significantly increase its investment in U.S. manufacturing in support of Paxlovid, its COVID-19 oral treatment. The company will make a $120 million investment in its Kalamazoo, Mich. manufacturing facility to increase production of pharmaceutical ingredients for the drug. The U.S. Food and

Buying a used car can be a smart investment when you need a replacement vehicle. While new car purchases tend to increase with a rising economy, used cars can provide a great alternative as long as you know how to shop for one. You can get the most bang for your buck with a used

You can work really hard to put aside money from your paycheck to pay off your student loans, but you can also shop your way to student loan payments. One way is by utilizing cash rebate programs that directly deposit the money you earn from purchase rebates into your student loan account on a quarterly

In this article WDAY DHR COP NVDA MRVL Workday co-founders and co-CEOs Aneel Bhusri (left) and Dave Duffield (center) applaud their company’s first trade after their IPO at the New York Stock Exchange on Oct. 12, 2012. Brendan McDermid | Reuters The last week of May put our minds slightly at ease with a relief

What Is a Private Foundation? Like public charities, private foundations are defined under section 501(c)(3) of the Internal Revenue Code (IRC), which grants tax-exempt status. In fact, “private foundation” is the default status given to organizations granted 501(c)(3) status. To qualify for the tax exemption, the foundation’s purpose must be “charitable, religious, educational, scientific, literary,

Yes, you can invest in a master limited partnership (MLP) for your Roth individual retirement account (IRA), but you’ll need to be aware of the special tax rules on these investments. The rules become especially tricky when your MLP investment within an IRA earns more than a certain amount. Key Takeaways You can hold master

There’s a lot to consider when renting a house or an apartment. While a variety of personal factors go into signing a lease—ranging from the regularity of your cash flow to the urgency of a move—knowing what time of year to start hunting for a rental can help you snag a better deal. The real

Chase Coleman, founder of Tiger Global Management LLC Amanda L. Gordon | Bloomberg | Getty Images Chase Coleman’s Tiger Global Management suffered huge losses in May amid a tech-driven sell-off, making the hedge fund’s tough 2022 even worse. The growth-focused flagship fund at Tiger Global tumbled 14.3% in May, bringing its 2022 losses to over

Despite recent interest rate hikes, home values are still rising, with national median listing prices up 14.2% in April 2022 compared to the previous year. If your home’s value continues to climb, does the amount that you can borrow on a home equity loan continue to increase as well? Key Takeaways As your home’s value

In this article MS Countries like the U.S. and U.K. are grappling with inflation that has risen to multi-year highs as the Ukraine war has caused energy prices to spike and food prices to rise. Angela Weiss | AFP | Getty Images Talk of a recession is heating up, with Wall Street veterans flagging the

Fidelity and Robinhood are fundamentally different in that Fidelity is an established, full service brokerage firm and Robinhood is a newer player that has received a lot of publicity, both good and bad. Fidelity was founded in 1946 and has evolved into a significant force in the online brokerage space. Robinhood was founded in 2013

There’s more to a business than furnishings and office space. Especially in the early stages, startup costs require careful planning and meticulous accounting. Many new businesses neglect this process, relying instead on a flood of customers to keep the operation afloat, usually with abysmal results. Key Takeaways Startup costs are the expenses incurred during the process

When considering investing in bonds, whether corporate or government, you should fully understand how they work, including their risks and abilities to create the return you seek as an investor. Here are seven essential questions to ask before investing in bonds, whether you are a seasoned investor or a beginner. key takeaways Before investing in a bond, know

The energy sector is composed of companies focused on the exploration, production, and marketing of oil, gas, and renewable resources around the world. Popular energy sector stocks include upstream companies that are primarily engaged in the exploration of oil or gas reserves. Well-known companies are Devon Energy Corp. (DVN) and Chesapeake Energy Corp. (CHK). Downstream

Inflation is defined by the rate at which the value of a currency is falling and, consequently, the general level of prices for goods and services is rising. Inflation is a natural occurrence in an economy, but inflation hedging can be used to offset the anticipated drop in a currency’s price, thus protecting the decreased

The Internal Revenue Service (IRS) updates tax rates, allowances, and thresholds every year. These figures are applicable to the tax law provisions that are adjusted annually for inflation. The top tax rate will continue to be 37% for returns filed by individual taxpayers for the 2021 and 2022 tax years, but the standard deduction, tax

A lot of investment advice centers on producing as much return as possible for as little risk as possible. But what about the other side of the coin? What about embracing the possibilities of risk and actively seeking to build a high-risk investment portfolio? Such a portfolio could hold considerable promise for market-beating returns, but

It’s important to understand the differences between variable interest rates and fixed interest rates if you’re considering a loan. Whether you’re applying for a new mortgage, refinancing your current mortgage, or applying for a personal loan or credit card, understanding the differences between variable and fixed interest rates can help save you money and meet

Riders are additional benefits that can be bought and added to a basic life insurance policy. They allow you to customize a policy and can provide several kinds of protection if you meet their conditions. Buying a rider means paying extra, but generally, the additional premium is low because relatively little underwriting is required. Here are eight