If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset location should come first. Americans have access to several tax-sheltered ...

I received a piece of reader feedback after publishing For Investors Who Can Get Beyond Headline Risk, Opportunity Beckons in Bonds that was as actionable as it was succinct. “What about municipals?” ...

Municipal bonds have meaningfully underperformed taxable bonds, and the curve move for the year to date in munis explains a lot of this. Two factors have likely contributed to this yield move: ...

Forbes contributors publish independent expert analyses and insights. Michael writes on high income assets that help people retire early. With stocks levitating higher, you just might be starting to ...