Money

From expert advice on investments and budgeting to discussions about economic trends and retirement planning, these articles aim to equip readers with the knowledge they need to manage their personal finances, make informed monetary decisions, and otherwise navigate the complexities of the financial world. Whether readying savings for the future or maneuvering day-to-day costs, the insightful advice equips readers to take control of their fiscal picture and achieve economic stability.

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All Money Articles

Hidden Assets
Real Estate

Hidden Assets

Jonathan Boyar | April 20, 2024

It is challenging to find undervalued stocks these days. One solution: Look for small companies with ­“hidden” assets. Due to…

Stop Sabotaging Your Retirement Plans
Retirement Planning

Stop Sabotaging Your Retirement Plans

Sarah Newcomb, PhD | April 19, 2024

Last year, behavioral economist Sarah Newcomb, PhD, explained to Bottom Line Personal readers why smart people routinely make bad financial…

US Tax Court Wins and Losses
Taxes

US Tax Court Wins and Losses

Edward Mendlowitz, CPA, ABV, PFS, and Maryann T. Reyes, CPA, PFS | April 18, 2024

Every year, hundreds of taxpayers battle the federal government in regional district courts and US Tax Court, an independent judicial…

Forecast: Top Performing Stocks for 2024
Stocks

Forecast: Top Performing Stocks for 2024

Martin Fridson, CFA | April 15, 2024

What’s going to be the S&P’s best-­performing stock this year? Many Wall Street experts expect a repeat of 2023—large-cap tech…

Bitcoin ETFs
Mutual Funds & ETFs

Bitcoin ETFs

Neena Mishra, CFA | April 7, 2024

After years of delay, the SEC has approved 11 Bitcoin exchange-traded funds (ETFs), so now you can trade the cryptocurrency…

Watch Out for These Land Mines
Retirement Accounts

Watch Out for These Land Mines

Ed Slott, CPA | April 5, 2024

Inheriting an individual retirement account (IRA) from a loved one can be a windfall—but it also can be one of…

The Secret to More Profitable Dividend Investing
Investing

The Secret to More Profitable Dividend Investing

John Reese | April 3, 2024

Investors love dividend-paying stocks. And who wouldn’t? The secret to successful dividend investing: Look for profitable companies that earn so…

Retirement Calculators
Retirement Planning

Retirement Calculators

Christine Benz | March 13, 2024

Whether you’re in the dark about your retirement savings or want to double-check your strategy, there are dozens of free…

Don’t Get Hit With This Medicare Surcharge
Social Security

Don’t Get Hit With This Medicare Surcharge

Heather Schreiber, RICP, NSSA | March 12, 2024

Most higher-earning seniors know they have to pay taxes on their Social Security benefits. But they may not know that…

Latin America
Stocks

Latin America

Verena Wachnitz, CFA | March 11, 2024

India and Japan have dominated international stock headlines, but 2024’s real foreign star could be Latin America. The S&P Latin…

What If the Market Crashes?
The Economy

What If the Market Crashes?

Erin Scannell, CFP | March 10, 2024

Financial advisors like to remind investors that the best action to take when stock prices plunge is…nothing. Sitting tight prevents…

What Interest Rate Cuts Mean for Your Cash
Money Savers

What Interest Rate Cuts Mean for Your Cash

Ken Tumin | March 9, 2024

After short-term interest rates reached their highest levels in two decades last year, savers feasted on 5%+ yields on bank…

Keep Your Money Safe
Personal Finances

Keep Your Money Safe

March 8, 2024

Worried about your money these days? You’re not the only one! A recent USA Today survey found that more than…

Is That Startup a Good Investment Opportunity?
Business

Is That Startup a Good Investment Opportunity?

Tom Eisenmann | March 7, 2024

More than two-thirds of startups never deliver positive returns to investors. Is it possible to identify the likely losers in…

Microcap Funds
Mutual Funds & ETFs

Microcap Funds

David Snowball, PhD | March 6, 2024

The prospect of shrinking inflation, interest rate cuts and a soft economic landing in 2024 is good news for stocks,…