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A person holds a sign reading ‘Save Our Social Security’ in support of fair taxation near the U.S. Capitol in Washington, D.C. on April 10, 2025. Tax justice advocates attended a rally to speak out against President Trump’s tax cuts for the wealthy, and to urge members of Congress to intervene. Bryan Dozier | Afp…

© New Africa / Shutterstock.com Most financial advisors will tell you about a dozen or so dividend EFTs that they tell everyone about. Your financial advisor likely does not know about VictoryShares US Large Cap High Dividend Volatility Weighted ETF (NASDAQ:CDL), Pacer American Energy Infrastructure ETF (NYSEARCA:USAI), and AAM S&P 500 High Dividend Value ETF…

Any investors hoping to find a Small Cap Growth fund could think about starting with Schwab Small-Cap Equity (SWSCX). SWSCX bears a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting factors like size, cost, and past performance. SWSCX is part of the Small Cap Growth category, and this segment boasts…

“Tax efficiency is usually the number one thing that people think about,” said Scott Davis, head of ETFs at Capital Group. Exchange-traded funds can significantly boost advisor efficiency, according to Scott Davis, head of ETFs at Capital Group, who says that the asset class can help free up their time. “ETF models can help drive…

Social Security plays a central role in retirement income for millions of Americans, but the benefit alone rarely covers the full cost of living. In 2026, the average retirement benefit is about $2,071 per month, which is a bit more than $24,000 per year. This meager income leaves many retirees seeking additional sources of income,…

Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. The world’s largest asset manager wants workers to take a little more risk in their retirement accounts. BlackRock is bumping up equity allocations in its lines of target-date funds to 99% for vintages up to…

Key Points Alphabet’s cloud computing segment is accelerating rapidly, driving immense profitability. The company is embedding its artificial intelligence models across its sprawling ecosystem. At roughly 28 times earnings, the stock’s recent sell-off offers a reasonable entry point. With the market experiencing a recent pullback, many investors are likely scouring their watchlists for high-quality stocks…

Energy mutual funds are attracting increasing investor attention as global markets navigate heightened geopolitical tensions, particularly the ongoing conflict involving Iran. Historically, the energy sector has performed well during periods of geopolitical instability because such events often disrupt global oil supply and push crude prices higher. The current situation in the Middle East has reinforced…

Representative image Transferring investments to children involves legal and tax steps Gifts to minors need guardian-managed accounts and documentation Income from gifted investments may be taxed in the parent’s hands Did our AI summary help? Many parents want to move beyond cash gifts and give something that grows over time. Mutual funds and stocks feel…