Susan Baker and Elizabeth Levy

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Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors and Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.

Army Ejects 10 Schools from ROTC Program

The move is part of cost-cutting that slashed the workforce of the Army's Cadet Command.

N.J. Is Changing Who Has to Pay the ‘Mansion Tax’

The new state budget also increases the tax, but not as much as the governor wanted.

GoFundMe Launches Charitable Giving Funds with Vanguard, BlackRock

GoFundMe has 200 million users and could broaden the appeal of donor-advised funds for charitable giving — and centralize giving.

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