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In this month’s recap: tariff talk weighs on equities worldwide, oil prices jump 10%, and the Fed raises rates once more. While segments of the stock market rallied in June, assumptions that a global trade war was starting hurt the blue chips – the Dow Jones Industrial Average lost 0.59% last month. As the U.S., European Union, and China exchanged …

What you should know about naming a minor as an IRA beneficiary. Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. Until the child turns 18 (or 21, in some states), the inherited IRA is a custodial account, managed by an adult on behalf of the minor beneficiary.1,2 …

Why are investors and economists getting nervous about Treasury yields? What is the yield curve, and why is the financial media writing about it? Here is a brief explanation, starting with a clarification. A yield curve is really an X-Y graph projecting expected rates of return for equivalent-quality bonds with different maturity dates. But it is not just any yield …

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is certainly welcomed. The request is being made, with your best interest …

To consolidate or not: that is the question. Some couples elect to consolidate their personal finances, while others largely keep their financial lives separate. What choice might suit your household? The first question is: how do you and your partner view money matters? If you feel it will be best to handle your bills and plan for your goals as …