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How to help your clients invest their philanthropic dollars in a charity that will last.

Qualified charitable contributions can help offset the tax bill from required minimum distributions — but only with the right timing

Beware of headlines that claim to explain markets

Frauds perpetrated against senior citizens are estimated to cost victims $2.9 billion each year.

Index strategies: 2023’s untapped opportunity

The findings reveal surprising gaps in retail investors’ understanding of index-based investing for those not investing, with the number one barrier being lack of knowledge.

This research series studies investor performance in mutual funds. Its goal is to shed light on how investors can improve portfolio performances by managing behaviors that cause them to act imprudently.

A special report from the editors of Kiplinger’s personal finance.

Nearly 70% of parents with children 18 or older say they’ve sacrificed their own finances to help them, according to a Bankrate report.

A consistent warning raised by behavioral finance researchers is that investors too often prove to be their own worst enemies.