Thinking about lending money to an adult child or grandchild? With historically low rates, now may be the time. Here’s what you need to know about intrafamily loans.

In the classic film “It’s a Wonderful Life,” George Bailey learns not every blessing or curse ends up being as fortunate or ill-fated as expected. Likewise, investors should avoid reading too much into financial forecasts driven by “good” or “bad” election-year news.

Understanding the relationship between 529s and financial aid is critical for grandparents helping grandchildren with college costs. Maximize your giving—and their financial aid—with these tips.

We asked Vista intern, Peter Za, to share his reflections on the meaning of wealth. A native of Thailand, graduate of Cleveland High School, and current junior at Babson College, we appreciated his perspective.

Hot holdings always change, but the temptation to chase them remains. We’ve long used our “quilt chart” to cover why diversification is a perennial solution to this seasonal challenge.