Investments
Liquidity Management Tools in Investment Funds
This report presents stress-test simulations using fund holdings data from LSEG Lipper. Its model traces how an initial decline in asset prices prompts...
6 (Real) Ways to Get a 6% Mortgage Rate in 2027
Mortgage rates are at their highest in years, but that doesn’t mean your mortgage rate has to be. You don’t have to settle...
Should My Wife Consolidate Her Student Loans To Lower Our Payment?
The Question
My wife and I each have about $75,000 in student loans, and both are in forbearance. Before the forbearance, I consolidated mine...
I Tried to Prove AI Was a Bubble
Falling rental prices alone would not overturn my thesis. Efficiency improvements, technological substitution and additional supply can lower prices even as adoption expands....
What It Means for the Housing Market
The much-anticipated 2026 midterm elections are now over, giving us a glimpse into how the next two years will play out in American...
2027 Tax Brackets And Standard Deduction From The IRS
Key Points
The IRS raised all seven federal income tax brackets for 2027, and the 37% rate now starts above $661,375 for single filers...