Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider an increasingly popular leveraging strategy known as the "long-short" method. Processing ...

Markets are unpredictable-but your tax strategy doesn't have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

As the 2026 tax season kicks off, many Americans are eager to learn how to maximize their tax refunds. With new tax laws potentially increasing refunds by 30%, understanding the best practices for ...

Starting with the Inflation Reduction Act in 2022, the Internal Revenue Service started to feel it finally had the resources to start upgrading its antiquated technology systems, beef up enforcement ...

Meredith Moore is the Founder & CEO of Artisan Financial Strategies LLC. She is fascinated by the interplay between gender, money and power. Tax season often feels like a sprint to the finish ...

For decades, the broad U.S. stock market has rewarded many investors with steady long-term growth—and concentrated exposure to some of the most innovative, growth-oriented companies has historically ...

This story is sponsored by B.O.S.S. Retirement Solutions. Warren Buffett credits compounding interest as a key driver of creating long-term wealth, even referring to it as the"eighth wonder of the ...