In recent years, many custodians have gone away from per trade transaction costs. However, this no-fee model doesn’t mean there is no cost.
Financial Concepts
Do NFTs Get a Step-Up in Cost Basis at Death?
Both property and real estate, which are what an NFT can fall under, are eligible for a step up in basis at the date of death.
Does Cryptocurrency Get a Step-Up in Basis Upon Death?
A step up in basis means there aren’t any unrealized gains for a beneficiary to recognize at the date of death. But does that apply to cryptocurrency?
What are the Limits for My Investing and Spending Accounts?
We walk you through all the contribution limits for the main types of investing accounts – 401k, Roth IRA, HSA, etc. – in 2022.
Market Correction: What It Is and Why Market Corrections Matter
After what seems like an eternity without a market downturn, the start of 2022 is a reminder that market corrections are a normal and regular occurrence.
What is Index Investing? History, Construction, Weightings and Factors
Nate Condon explains the key components of investing in index funds, including how they’re weighted, their history, and more.
Reviewing Sector Performance in 2021 and Positioning in 2022
From COVID-19 to inflation, lots of factors were at play with the rise and fall of markets in 2021. Who were the winners and losers? And what’s ahead in 2022?
2022 Investment and Market Outlook Guide
Featured in this year’s outlook is a market recap and 2022 preview from our CFA®, Syl Michelin, plus looks at sector & factor performance, index funds, several U.S. expat-focused topics, and more.
Should I Use an HSA? Three Reasons to Consider a Health Savings Account
A Health Savings Account (HSA) not only has several tax benefits as you pay for healthcare, but it can also be used as an investment vehicle.
Six Things to Know about U.S. Treasury Series I Savings Bonds and Their High Yield
In our yield-starved environment, it’s hard to find yield as enticing as the Series I Savings Bonds’ 7.12%. Here’s what you should know.