Money
If you think building a portfolio requires analyzing thousands of stocks, think again. With just a handful of exchange-traded funds, you can tap into a range of industries and enjoy a simpler, more diversified approach.
Portfolio Diversification
Fiduciary Alliance LLC has acquired a freshly disclosed stake in Target Corporation valued at $614,000, according to its latest SEC filing. The purchase suggests continued enthusiasm for the retailer among institutional investors, as other hedge funds also adjust their positions in Target’s stock.
Portfolio Diversification
Australian trustees of Self-Managed Super Funds (SMSFs) can now consider a new high-yield fixed-term product, TermPlus, to diversify their monthly income strategies. With the SMSF sector’s cash allocations at a record low, TermPlus aims to provide stability and consistent returns away from the share market’s volatility.
Portfolio Diversification
Whether you need a will might be more complicated than it appears. Before you turn to an online program to cut costs, it’s worth considering if the money saved now could lead to expenses or complications later.
Estate Planning
Callan Family Office has hired philanthropic strategist George Burnette to lead its philanthropic consulting and wealth division. The Philadelphia-based firm aims to meet the rising demand for integrated wealth, estate, and philanthropic services in the region.
Estate Planning
This story explores a dilemma involving a long-term partner who wants to leave all of his assets to an ex-girlfriend. Although he has been financially supported by his current partner, he remains set on benefiting the ex, creating tension and uncertainty.
Estate Planning
Morningstar has identified three potential frontrunners in the active ETF space. These funds are described as strong long-term investment opportunities, offering potential stability and growth well beyond 2026.
Portfolio Diversification
In Bardstown, Lynn and Connie Whiteman have entrusted their property in the Thoroughbred Acres Subdivision to the Whiteman Family Revocable Living Trust. This move, dated March 4, 2026, offers insight into how families can safeguard their estates for the future.
Estate Planning
A recent article from the Pittsburgh Post-Gazette, titled “Asking Eric: Adopted daughter excluded from inheritance,” raises questions about a family’s decision to leave an adopted daughter out of the will. Though the complete details remain behind a paywall, the piece suggests a poignant issue concerning legal and emotional ramifications in matters of inheritance.
Estate Planning
Every year, tax day approaches more quickly than many people expect. Whether you prefer software or rely on a certified public accountant, points from this piece explain how a few simple, well-organized steps can make filing your taxes far less stressful.
Tax Optimization
When a divorced woman with no children finds herself wondering what to do with her cherished belongings, she turns to an advice column for clarity. These items carry significant meaning, prompting her to search for practical and heartfelt solutions.
Estate Planning
This “Savvy Senior” column poses a question that impacts families nationwide: what unfolds legally and practically when someone passes away without a will? While the complete article remains behind a paywall, the inquiry itself underscores the importance of formal estate planning.
Estate Planning
Growth stocks are no longer the golden opportunity they once were. As market conditions evolve, many investors are turning toward a time-tested exchange-traded fund (ETF) that has historically weathered volatility better than growth-oriented portfolios.
Portfolio Diversification
Parents could save thousands on their tax bills this year if they act on a critical IRS reminder. The agency warns that certain tax credits often go unnoticed, yet they can significantly lower taxes or boost refunds for eligible families.
Tax Optimization
Last year’s domination by artificial intelligence could mean portfolios are too focused on one sector. In 2026, experts warn that diversification is the key to staying one step ahead in a shifting market.
Portfolio Diversification
Tax season doesn’t have to be stressful. H&R Block Deluxe + State 2025 harnesses the power of AI to guide you step by step, ensuring you don’t miss out on any credits or deductions, all at a fraction of the usual cost.
Tax Optimization
This article marks the second anniversary of a column centered on end-of-life matters, which restarted after a 3½-year break. Originally launched on Jan. 28, 2024, the series has stayed mostly on topic, with the author drawing from extensive legal experience in wills and estates.
Estate Planning
In a formal announcement from Glynn County’s Probate Court, all creditors and debtors of the late Elaine Brooks Alberson are asked to satisfy any outstanding claims or obligations. The notice, originally published in The Brunswick News, underscores the legal importance of responding in a timely manner.
Estate Planning
South Dakota State University Extension is once again supporting the state’s agricultural communities with its Sustaining the Legacy conferences. Taking place across South Dakota this winter, the program aims to help farmers and ranchers refine their long-term strategies and ensure continuity for future generations.
Estate Planning
These five companies are described as nearly surefire bets for 2026, offering potential growth for investors planning to allocate $5,000. Drawing enthusiasm from the tech and e-commerce realms, they may help shape a robust portfolio for the years ahead.
Portfolio Diversification
Retirement can be more challenging when you’re going it alone. From sustaining income to securing health care and legal protections, singles must address each of these areas to reach their retirement goals.
Estate Planning