Learn about tax-advantaged investments, their types, benefits, and risks. Discover optimization strategies and future trends ...

First Eagle Investments ("First Eagle") today announced the launch of the First Eagle Tactical Municipal Opportunities Fund (Class I: FTAIX), the firm’s first municipal bond interval fund. Designed ...

The House's nearly $4 trillion tax package is set for a makeover in the Senate starting this week when lawmakers return to ...

Gifts you make throughout your lifetime can be protected from taxation by exclusions of many millions of dollars if you ...

The U.S. House of Representatives passed a major tax on university endowments on May 22. Colleges say the measure would slash ...

On May 22, 2025, the U.S. House of Representatives passed the “One Big Beautiful Bill Act” (the “BBB”) as part of the Republican ...

except for temporary investments, will invest at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in tax-exempt bonds and other tax-exempt ...

Governors and state legislators have taken steps to improve taxation of investment income. Some in Congress, meanwhile, want ...

We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished ...