- Two in five U.S. households own an IRA. In 2006 and 2007, the Treasury Inspector General for Tax...
- Statistics show that someone age 65 and in good health can be expected to live for almost 20 more...
- There is an old Wall Street saying, “Sell in May and go away.” The strategy is also known as the “...
- Social Security statements include the phrase, “Total family benefits cannot be more than…” This...
- For the 16 quarters ending with the first quarter of 2013, equity REITs outperformed the S&P...
- The U.S. has been the world’s largest oil consumer for decades. The table below shows recent world...
- Credit bureaus sell dozens of different credit scores; some are “educational,” designed for...
- As of the beginning of the second quarter of 2013, the six mutual funds with the largest percentage...
- Based on current IRS life expectancy tables, the 2013 RMD from most retirement plans is based on...
- At the end of 2012, there were just 25 S&P 500 companies (e.g., Apple and Yahoo) without long-...
- During 2013, The Journal of Financial Economics is going to publish an article by Robert NovyMarx,...
- On average, U.S. mutual fund investors transfer assets from stock to bond funds during winter...
- According to finance professors Fama (University of Chicago) and French (Dartmouth College), on...
- A preferred stock is a hybrid security, a cross between a stock and a bond. It pays a dividend that...
- At the beginning of 2013, Amazon.com emerged as the company with the best reputation among the...
- For tax years beginning in 2013, the 20% long-term capital gains rate applies to taxable incomes...
- To defray the costs of the Civil War, Congress passed a temporary income tax in 1861, 3% on income...