William Baldwin joined Forbes Magazine in 1980 and served for 11 years as its editor. An Enrolled Agent since 1979, he finds many of his stories at the intersection of taxation and portfolio management. But he has also written on such varied topics as the economics of hydrogen, s
Hunting For Stocks With A Long Shot At A Giant Payoff
At Orbis Investments, money manager Graeme Forster invests in reasonably priced companies that could win big should some unlikely event, like runaway inflation, occur.
Seven Ways Social Security Benefits Are Unfair
The Social Security Administration calculates benefits in a capricious fashion, as directed by Congress. The divorced do well, while second earners pay a price.
Why Electric Utility Stocks Are A Smart Way To Bet On AI
Data centers have turned some electricity producers, like Constellation and Talen, into growth stocks.
They’re Coming For Your Social Security
What will you have: benefit cuts or tax hikes? Maybe a little of each. Here is what six potential solutions to the system’s bankruptcy would do to you.
Warning: AI Is Coming For Your 401(k)
Stocks have low earnings yields and TIPS have good yields. Move money from stocks into bonds.
How Much Do You Really Gain By Delaying Social Security Benefits?
The experts say wait to claim Social Security. But interest rates have reduced the payoff. Here are four questions to ponder before making a decision.
How To Turn The Riskiest Junk Bonds Into A Top Performing Fund
Artisan Partners’ Bryan Krug has a knack for collecting high coupons without suffering the usual damage to principal.
6 Ways To Own Gold
Gold has doubled in two years. What’s the most cost-effective way to hold it? Think about costs, taxes and liquidity.
Six Advanced Strategies For Ducking Capital Gain Taxes
Charitable remainder trusts, prepaid variable forwards and other techniques for avoiding a big capital gain
Smart Tax Strategies For Dealing With A Big Stock Gain
Put options and charitable remainder trusts are among the strategies for reducing the risk in a concentrated stock holding.