This article was written byFollowThe Value Portfolio specializes in building retirement portfolios and utilizes a fact-based research strategy to identify investments. This includes extensive readings of 10Ks, analyst commentary, market reports, and investor presentations. He invests real money in the stocks he recommends. He is the leader of the investing…

Stay informed with free updatesSimply sign up to the Equities myFT Digest — delivered directly to your inbox.Blue Whale Growth, the investment fund backed by billionaire Peter Hargreaves, has reduced its exposure to the ‘Magnificent Seven’ group of major US tech companies due to concerns over their vast expenditure on…

Many people are surprised and shocked when they learn what happens when retirement account owners neglect simple details about the tax code and their accounts. A review of some recent court cases brings the points home. The newest case involved the 401(k) of the late Jeffrey Rolison, who had worked…

If you want to set yourself up for success in retirement, personal finance expert and “The Ramsey Show” co-host Rachel Cruze explains the top rule to help you get on the path to millionaire status. The expert joined FOX Business’ “Mornings with Maria” on Monday and provided advice when it…

This article was written byFollowI’m an Equity Analyst and Accountant specializing in restaurant stocks, with a strong foundation in Business Administration and Accounting, complemented by an MBA in Forensic Accounting and Controllership. As the founder of Goulart’s Restaurant Stocks, I lead a company focused on analyzing restaurant stocks in the…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.TikTok has lost an emergency bid to temporarily halt a fast-approaching deadline under a US “divest or ban” law, leaving the fate of the popular video app owned by China’s ByteDance in…

Charitable giving often isincluded in financial and estate plans, and this is the time of year when there’s an increased focus on giving. But many people don’t optimize the impact of their donations by developing a giving plan. Few people are deliberate and strategic in their charitable activities. Many gifts…

This article was written byFollowGordon is a freelance investment writer from Glasgow, Scotland. With a Masters Degree in Civil Engineering, he also works in Asset Management, and runs a financial education company called Oak Investing with a wide following across 40 countries. With a passion for empowering individual investors, Gordon…

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The Tokyo Metropolitan Government will allow its staff to work a four-day week as authorities in the world’s largest city begin a radical experiment to reverse Japan’s low birth rate.The programme, which…

Last month, I was talking with a friend about his Medicare Advantage plan for 2025. He will begin taking a Tier 5 medication in January and wanted to know about the coverage and costs. I found that the drug would be covered and his costs would be capped at $2,000.…