Investing
News, insights and expert analysis on investing from the team at Kiplinger.
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Will Inheriting the Family Money Make You or Break You?
Receiving an inheritance opens up amazing opportunities but can also lead to emotional and financial turmoil. Here's the key to successfully managing a windfall.
By Erin Wood, CFP®, CRPC®, FBS®
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4 Tools to Help Advisers With Next-Level Estate Planning
Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
By Marguerita M. Cheng, CFP® & RICP®
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Alternatives and Taxes: Control Your Advisory Firm's K-1 Chaos
Growing client exposure to alternative investments means K-1 forms can overwhelm an advisory firm's operations during tax season. Here's how to keep up.
By John LaMancuso
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Iran Hits Gulf Tanker, Dow Drops 784 Points: Stock Market Today
Stocks sink and fear rises as the conflict in the Persian Gulf escalates toward total war.
By David Dittman
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How to Spring Clean Your Portfolio
Regular decluttering of our closets allows us to remove what's not working. The same can be done for our investments. Here's how to spring clean your portfolio.
By Coryanne Hicks
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5 of the Best Preferred Stock ETFs for High and Stable Dividends
ETFs The best preferred stock ETFs allow you to reduce your risk by investing in baskets of preferred stocks.
By Kyle Woodley
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Estate Planning Checklist: 5 Tasks to Prioritize
Doing these things now, while you're still physically and mentally healthy, can smooth an already-difficult and emotional process when the time comes.
By Martin Baker, CFP®, CEPA®
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A Costly To-Do: Is It Time to Delegate Investment Decisions?
While some DIY investors are happy to be hands-on with their portfolio, others can only dip in and out. When is it time to start delegating those decisions?
By Sevasti Balafas, CFA, CPWA®
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The 5 W's of Successful Estate Plan-Focused Family Meetings
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
By Michael Schneider
