What Microsoft’s Research Tells CFOs About AI ROI Now
CFOs face a pivotal call as Microsoft’s 2026 Work Trend Index links AI ROI to organizational design, not merely softw...
Wash Sale Losses Crypto 2026
This guide explains how wash sale rules apply to crypto in 2026 and how they affect your gains and losses. Learn the conditions that trigger disallowed losses and practical steps to report them.
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So… What Doing with AI? Banks Vet Pragmatic Innovation
As AI tools land in personal finance, results remain uneven for banks, fintechs, and everyday users. This report trac...
Your AI-Generated Content Showing Up in Loans Market
Lenders are racing to scale content with AI, but a growing wave of complaints cites a loss of trust and rising compli...
VTWO Track Same 2000: Ten-Year Gap vs IWM Widens Dramatically
Vanguard's VTWO and iShares' IWM both mirror the Russell 2000, but over 10 years VTWO's return outpaces IWM by roughl...
Escaping the $1.7 Million 401(k) Cost: The RMD Trap Now
A growing number of high earners are tapping in-service distributions from 401(k) plans to avoid RMDs, turning the $1...
Trump’s 3,642 Stock Trades Spark Market Ethics Debate Now
New filings reveal a surge of political stock trading in Q1, prompting renewed calls for a ban on individual trades b...
Baby Boomers: Long-Term Care Without Underwriting Expands the Market
New long-term care products now let many baby boomers access coverage without underwriting, signaling a shift in reti...
Zillow Seeks Injunction as MRED Data Cutoff Looms Today
Zillow has filed for a federal injunction to stop MRED from cutting off IDX and VOW data feeds, while MRED presses fo...
401(k) Shift by Executives Lets Them Defer Extra Income
Senior executives are increasingly deferring about $100,000 of pay into non-qualified plans to extend tax-advantaged ...
Why Agents Will Ignore Your AI Tool — and How to Fix It
A U.S. mortgage lender scrapped its first AI platform after weak adoption and replaced it with an integrated system t...
How to Save $67,500 with a SOLO 401(K) Plan While Employed
A growing set of workers with W-2 income are layering a SOLO 401(K) on top of their employer plans to juice retiremen...
Radian Names Mike Weinbach as CEO-Elect; Thornberry Retires
Radian Group names Mike Weinbach CEO-elect as Rick Thornberry set to retire by year-end 2026. The move coincides with...
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