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Financial Advisors

If you resold a Taylor Swift ticket for a profit, prepare to pay taxes

by Adrian Jhonsan
If you resold a Taylor Swift ticket for a profit, prepare to pay taxes

Taylor Swift performs onstage at Lumen Field in Seattle on July 22, 2023. Mat Hayward/tas23 | Getty Images Entertainment | Getty Images Taylor Swift fans forked out an average $2,183 …

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SEC delays decision on spot bitcoin exchange-traded funds

by Adrian Jhonsan
SEC delays decision on spot bitcoin exchange-traded funds

Bitcoin. Umit Turhan Coskun | Nurphoto | Getty Images Even as the U.S. Securities and Exchange Commission delays a decision on several applications for the first spot bitcoin exchange-traded fund, …

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Categories World

IRS delays ‘Secure 2.0’ change for 401(k) catch-up contributions

by Adrian Jhonsan
IRS delays ‘Secure 2.0’ change for 401(k) catch-up contributions

Terry Vine | Getty Images Higher earners who maximize retirement savings now have more time for pretax catch-up 401(k) contributions, thanks to new IRS guidance.  Currently, “catch-up contributions” allow savers …

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Wells Fargo repays clients $40 million for investment advice fees

by Adrian Jhonsan
Wells Fargo repays clients  million for investment advice fees

Spencer Platt | Getty Images News | Getty Images Wells Fargo paid back $40 million to almost 11,000 customers who for years were overcharged on fees for investment advice, the …

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Prepare for volatility, even if there’s a soft landing for the economy

by Adrian Jhonsan
Prepare for volatility, even if there’s a soft landing for the economy

After more than a year of recession predictions, some experts have backed off past forecasts and now embrace what’s known as a “soft landing” for the economy. Even so, one …

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Could the Mega Millions jackpot hitting $940 million be your next tax bill?

by Adrian Jhonsan
Could the Mega Millions jackpot hitting 0 million be your next tax bill?

The Mega Millions jackpot grew to $940 million on July 27, 2023. OLIVIER DOULIERY | Getty The Mega Millions jackpot has ballooned to an estimated $940 million ahead of Friday’s …

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Categories World

A Guide to Purchasing Treasury Bills with Yields Exceeding 5%

by Adrian Jhonsan
A Guide to Purchasing Treasury Bills with Yields Exceeding 5%

Morsa Images | E+ | Getty Images As interest rates reach a more than two-decade high, Treasury bill yields remain well above 5%, as of July 27, providing a competitive …

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Categories World
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