Federal judge makes your Social Security data harder for DOGE to access — for now
The Department of Government Efficiency will be allowed only limited access to Social Security data after a federal court handed a ruling that will block the agency from tapping beneficiaries’ personal identifiable information at will.
UnitedHealth’s guidance cut may mean trouble for more insurers
UnitedHealth Group‘s stock sank 20% on Thursday after the company slashed its annual profit forecast, citing higher-than-expected medical costs in its privately run Medicare plans. Those bleak results from a health-care giant seen as the insurance industry’s bellwether could be a warning sign for other companies with so-called Medicare Advantage plans, according to some Wall […]
Financial skills slip as we age. Here’s how we can learn to stay sharp.
Elderly people risk costly mistakes, poor health outcomes and falling victim to scams.
Harvard’s battle with Trump creates thorny financial situation
Harvard University’s Dunster House in Cambridge, Massachusetts. Blake Nissen for The Boston Globe via Getty Images Harvard’s brewing conflict with the Trump administration could come at a steep cost — even for the nation’s richest university. On April 14, Harvard University President Alan Garber announced the institution would not comply with the administration’s demands, including […]
Trump’s attacks on Powell pose another risk for bondholders — especially older investors
If you hold a lot of U.S. Treasury bonds in your portfolio, as many retirees and older investors do, would you like the bad news first, or the good news?
Canadian small businesses are taking Trump’s tariffs personally
Close-up of ‘Shop Canadian’ poster displayed in a local storefront in Edmonton, Alberta, Canada, on April 4, 2025. Artur Widak | Nurphoto | Getty Images Just across the U.S.-Canada border, some small businesses are taking tariffs personally. President Donald Trump has said his wide-sweeping tariffs, even on some of the country’s closest trade partners, will […]
Rich Americans opening Swiss bank accounts fearing U.S. risks
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. A growing number of wealthy Americans are opening bank accounts in Switzerland as part of the “de-Americanization” of their portfolios, according […]
Are small-cap stocks cheaper than large caps? Yes — if you ignore this one key fact.
Leaving money-losing companies out of P/E calculations makes the Russell 2000 look more attractively priced.
IRS staff cuts mean fewer audits of the wealthy
A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Wesley Stanovsek was a dream hire for the IRS in 2024. With $80 billion in new funding from Congress, the IRS […]
My late uncle’s house is in foreclosure. A woman claims to be his daughter and my cousin is a squatter. What can we do?
“She keeps threatening to remove this nephew from the home.”
