These players are well-positioned to potentially gain next year -- and over time. Overall, the past three years have been positive for investors, with the S&P 500 bull market going strong. The famous ...

Represents the cumulative distribution rate for the current fiscal period 6/1/2025 through 11/30/2025, which is determined by dividing the dollar value of distributions in the period by the NAV as of ...

What if the tool you’ve been using for years is far more powerful than you ever imagined? Excel, often dismissed as “just a spreadsheet program,” has transformed into a data analysis powerhouse ...

We’ve all executed tax-loss harvesting. It’s a reactive strategy: We wait for a market dip and react by realizing losses to offset taxable income. If we’re doing our jobs right, however, our long-term ...