With savings rates declining and tax burdens increasing, strategic ISA investment emerges as a critical path to building substantial, tax-free wealth. We examine the disciplined habits that have created nearly 5,000 ISA millionaires in the UK.
California Congressman and gubernatorial candidate Eric Swalwell has reimbursed over $200,000 from his campaign funds for childcare costs, a practice deemed permissible by the FEC but criticized by ethics experts as a 'slippery slope' blurring personal and political expenses.
With average tax refunds projected to climb significantly next year, financial experts urge recipients to plan deliberately. We break down the smartest moves for your money, from bolstering savings to tackling high-interest debt.
In its Q4 2025 letter, Baron Discovery Fund pointed to medical technology firm Establishment Labs Holdings (ESTA) as a key contributor, despite the fund's slight underperformance against its benchmark. The fund remains optimistic about a high-growth, low-inflation environment in 2026.
While tech stocks soared on AI optimism in Q4 2025, Diamond Hill's Large Cap Fund took a contrarian stance, adding healthcare company Solventum to its portfolio. The fund's managers express caution on overheated AI valuations and highlight cash-generative businesses as key opportunities.
In a major move for cost-conscious investors, Vanguard announces sweeping fee reductions across 53 funds, projecting significant savings and reinforcing its client-owned structure amid industry-wide fee pressure.
First Commonwealth Financial's Q4 earnings surpassed analyst forecasts, driven by net interest margin expansion and steady loan growth. While management expressed confidence in its regional strategy, analysts on the call focused on the durability of these gains amid economic uncertainty.
Following strong Q3 FY2026 results, data protection specialist Commvault is deploying capital returns and a new sovereign-cloud strategy to reinforce its market position, even as investors grapple with valuation concerns in a shifting tech landscape.
Investment firm Kiker Wealth Management has significantly reduced its holdings in the Invesco PDBC ETF, part of a sweeping divestment that slashed its total assets from $198 million to just $3 million by year-end 2025.
As global leaders gather in Davos, a coalition of over 400 affluent individuals from 24 nations issues a stark demand: governments must impose higher taxes on the ultra-wealthy to tackle inequality.
Investment firm FSC Wealth Advisors sold approximately $6 million worth of the First Trust Enhanced Short Maturity ETF (FTSM) in late January, part of a broader reduction in fixed-income and equity ETF exposures as the bull market enters its fourth year.
Real estate mogul Grant Cardone has ignited a fierce debate by labeling credit scores a system designed to perpetuate debt, arguing true wealth is built on assets that bypass traditional credit checks. The controversial claim has drawn both support from anti-debt figures and sharp criticism from those who see it as out-of-touch advice for the average earner.
The Apis Flagship Fund reported robust quarterly and annual gains for 2025, significantly beating global benchmarks. While highlighting its performance drivers, the fund's investor letter also discussed its position on gene therapy firm uniQure (QURE).
Investor appetite for hedge funds hits a record high, with quantitative and discretionary macro strategies leading demand. New data reveals these approaches captured over 70% of industry inflows last year, as allocators seek diversification and uncorrelated returns.
Focused Wealth Management significantly reduced its stake in a short-term Treasury ETF, signaling a strategic pivot towards equities as stock markets reach new highs. The move highlights a broader trend of capital rotation in response to shifting risk appetites.
A proposed wealth tax on California's ultra-rich has ignited a fierce debate, pitting tech billionaires against a coalition of millionaires who argue it's time for the wealthy to pay more. The fight echoes past battles over Silicon Valley's influence and raises questions about the state's economic future.
A significant purchase of the Invesco BulletShares 2027 Corporate Bond ETF by BCS Wealth Management highlights a strategic move to build predictable cash flows within a multi-year portfolio, emphasizing capital preservation over speculative yield chasing.
Yong Rong (HK) Asset Management has placed a concentrated bet on online brokerage Webull Corporation, making it the fund's largest U.S. equity holding and signaling confidence in the platform's long-term prospects amid a challenging market.
The head of the European Stability Mechanism has told Reuters the bloc's 430-billion-euro emergency fund could be repurposed to provide defense loans to member states, signaling a strategic shift as Europe seeks to bolster its military autonomy.
Apex Fintech Solutions launches an 'agentic' AI suite designed to let business leaders prototype wealth management features without coding, promising to slash development time. While hailed as a potential game-changer for innovation, industry experts caution that the rush to adopt such tools must be balanced with robust oversight and firm-wide governance to avoid siloed risks and operational pitfalls.
