The number of companies trading on stock exchanges has fallen by one-half during the past two decades. As a result, portfolio diversification has become more challenging. If the Securities and Exchange Commission amends its definition of an accredited investor, opportunities to invest in alternative assets may increase.

After years of proposals and counter proposals, the SECURE Act was passed in late 2019, which creates opportunities for individuals to increase retirement security.

The SECURE Act is the first major retirement legislation in a decade, and creates opportunities designed to close the gaps in retirement security in the United States.

Though back to school can be an exciting time, managing tuition and other expenses can be a challenge. Consider ways you can maximize your savings, including educational investment plans.

During the last two weeks of the year, some Americans were able to take advantage of tax reform and minimize their April tax bills by deferring income into 2018 and accelerating itemized deductions into 2017.