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Key conversion features of the 2020 Convertible Debentures were as follows. At any time during the term of the 2020 Convertible Debentures, a holder may elect to convert the outstanding net principal amount, or any portion thereof, into…

The 2024 Contribution Limits for Retirement Plans can be found here.Beacon Financial ServicesIn response to the current inflationary environment, the Internal Revenue Service announced a modest increase in the maximum contribution limits…

After a two-year slog, the S&P 500 (SPX) is testing its all-time highs. As a result, many investors may be wondering if this something to celebrate or a cause for concern. Your answer to this question will reveal your approach to…

In the financial markets when everyone thinks something will happen, usually something else happens. It’s a contrarian principle that should make value-conscious investors reluctant to buy semiconductor stocks now, especially NVIDIA…

Do your homework to decide the best way to claim Social Security benefits.gettyIf you’re married, it’s critical that you maximize the money you and your spouse will each receive from Social Security over both of your lifetimes. That’s…

Shares of Goldman Sachs Group (NYSE:GS) were moving higher Tuesday after the white shoe investment bank posted excellent fourth quarter earnings that topped analysts’ estimates. Revenue jumped 7% year-over-year in the fourth quarter to…

One of the best books of 2023—and one sure to land on my list of Advisor Resources for Financial LIFE Planning—was published near the year’s end. I’ve been following Shane Parrish’s work for years as the creator and curator of the Farnam…

Shares of Discover Financial Services (NYSE:DFS) were plummeting on Thursday after the credit-card issuer released fourth-quarter earnings that missed estimates. While the company posted $4.2 billion in revenue, a 13% year-over-year…

Trying to get financial control can be a highly frustrating problem for adult children. They have been appointed as agent on an impaired parent’s Durable Power of Attorney (DPOA), but the parent stops them from getting involved. The dilemma…

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