The Sapient Investor

Make some lemonade from the lemons that the market has given to your portfolio by “harvesting” some losses. This will reduce your tax bill next year.

Managing portfolio risk can be difficult for even the savviest of investors. These risk management basics can help.

If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?

The CARES Act provided economic benefits in direct response to COVID-19. Read on to learn the ways you can access these benefits for the 2020 tax year.

After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during the Biden administration.

As you turn over your calendar to 2021, you are probably thinking about your future, perhaps including retirement. If you are wondering how to go about setting a target retirement date, here are six steps to consider.

The CARES Act allows non-itemizers to deduct up to $300 in charitable gifts against their 2020 income. For itemizers, it raises the charitable giving limit from 60% of income to 100%. Give now to your favorite charities.

Joseph R. Biden, Jr.'s win in the 2020 presidential election could have a profound impact on your estate and gift tax obligations moving forward.

Russell Investments predicts that “2020 could be a record year for taxable distributions tied to capital gains.” Here’s how you can prepare for the tax hit this year, and make plans to reduce or eliminate it in the future.

Open enrollment for major medical health insurance plans begins November 1, 2020 and ends December 15, 2020. Here are 5 tips to help you select the right plan for you.