Latest News on private equities market

Pension-eligible workers face complex Social Security rules that may reduce benefits. How to more accurately estimate retirement income

Workers with both pensions and Social Security may have their benefits reduced. That may come as a surprise to some workers and their families.

1 year ago

Charlie Munger's acumen, wisdom and irreverence: Investors mourn the loss of one-of-a-kind legend

Munger left a mark on generations of investors in a long and fruitful life.

1 year ago

Here’s how activist Elliott could build shareholder value amicably at Phillips 66

Many activists think of themselves as amicable and constructive, but that could actually be the case in this engagement at the petroleum refiner.

1 year ago

Tennessee was an ‘early adopter’ of financial literacy in public high schools, advocate says

Tennessee was one of the first states to require a half-semester personal finance course for high school graduation.

1 year ago

Op-ed: With continued geopolitical conflicts, here are defense stocks investors should consider

Continuing wars and geopolitical hotspots could mean increased revenues for U.S. defense contractors, enhancing the allure of stocks in the category.

1 year ago

With or without loan forgiveness, fewer students are enrolling in college, questioning the return on investment

Fewer freshmen are enrolling in college and completion rates are stagnant, according to recent reports.

1 year ago

Standing Out from the Crowd: Marketing Your Reg CF Raise

Regulation Crowdfunding (Reg CF) has emerged as a way for startups to raise capital, allowing them to access a wider pool of potential investors due to the public nature of the raise in addition to less restrictive investor regulations. In … Continue reading

1 year ago

Here are some last-minute options to spend down your flexible savings account ‘use-it-or-lose-it’ funds

While the year is coming to an end, flexible savings account investors may want to take advantage of their savings before they forfeit in the new year.

1 year ago

Not saving in your 401(k)? Your employer may re-enroll you

More companies are doing 401(k) "reenrollments" every year. Workers who elected not to participate may have to opt out again.

1 year ago

Investors piled cash into money market mutual funds in 2023 and now could see a higher tax bill

If you funneled cash into money market mutual funds in 2023 amid rising interest rates, you may have a surprise tax bill in April, experts say.

1 year ago

BoC Speech: Essence of the New Retail Payment Activities Act

Canadian Payments Regulation | Nov 30, 2023 New Retail Payments Regulatory Framework On November 28, 2023, Ron Morrow, the Executive Director – Supervision at the Bank of Canada delivered a speech about the new Retail Payments Activities Act in Canada at the Central 1 Momentum Summit in Vancouver, BC. See:  Canada’s New Retail Payment Regulations:


The post BoC Speech: Essence of the New Retail Payment Activities Act first appeared on National Crowdfunding & Fintech Association of Canada.

1 year ago

CRA Tax Implications for Individuals and Crypto Platforms

Crypto Tax | Nov 29, 2023 The Canadian Revenue Agency (CRA) Has Clarified That Crypto Deposits on Trading Platforms May Trigger Taxes As deftly summarized in this November 2023 client update article from Goodman's LLP, the CRA suggests that:  A client holding cryptocurrency through a centralized Crypto Trading Platform (CTP) may not actually own the


The post CRA Tax Implications for Individuals and Crypto Platforms first appeared on National Crowdfunding & Fintech Association of Canada.

1 year ago

How a tax break of up to $3,200 can help heat your home more efficiently this winter

Homeowners can write off 30% of costs for upgrades such as installing energy-efficient doors, windows and insulation, up to a dollar cap.

1 year ago

Here's how three educators are teaching financial literacy in Nashville-area schools

Tennessee is one of 23 states with a personal finance requirement for high school graduation. Here's what students are learning in Nashville-area schools.

1 year ago

Don't make these common 401(k) mistakes. With one, many 'aren't even aware' they're missing out, expert says

When it comes to their workplace plan, most savers are missing out. Here are the three most common mistakes workers make with their 401(k) plans.

1 year ago