HeyJaredCoryanne Hicks
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 24, 2026
- Outlet visibility, for Kiplinger
- Top 100K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
How to Get Started Investing When Affordability Is Such an Issue (opens the original)
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It's never been easier to start investing with a small amount of money. Many brokerage accounts have no minimum deposit requirement, fractional shares let you invest a few dollars at a time and automatic investments can move money into the market without you needing to lift a finger. Unfortunately, finding those few extra dollars to invest has rarely felt harder. If that resonates, know that you don't need to force investing into a budget that can't support it. You just need to determine what yo
The Hidden Costs of Inheriting an Investment Portfolio (opens the original)
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Inheriting an investment portfolio can feel like receiving a windfall. The tricky part is that the dollar value you see on the account statement isn't necessarily the amount you'll get to keep. "A million dollars of inherited assets is not necessarily a million dollars of equivalent economic value," says David Simkowitz, founder and CEO of SimkowitzCo. "The type of account, tax basis, embedded tax liability and future income taxation all matter." Taxes can take a bite out of sale proceeds. Inher
5 Critical Questions to Ask a Financial Adviser About an Inherited Stock Portfolio (opens the original)
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An inherited stock portfolio can change your life, but it often arrives at precisely the moment you're least prepared to make major financial decisions. "Receiving an inheritance is an emotionally charged event, usually a mix of grief, guilt, gratitude and even relief, which can create a bias toward action," says Ashley Weeks, a wealth strategist at TD Wealth. "The best thing any beneficiary can do at the outset is take a beat and gather the facts." That doesn't mean doing nothing. Some decision
5 Tips to Help You Prepare Your Portfolio for Midterm Elections (opens the original)
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Election season can turn even levelheaded investors into political strategists. New polls, fresh candidates, hot debates and updated predictions about which party will control Congress can all seem like reasons to make drastic portfolio changes. Following such impulses is usually a mistake. "I regularly remind investors to save politics for Thanksgiving dinner; they have no place in an investor's portfolio," says Marta Norton, chief investment strategist at Empower. The trouble is that it's easy
5 Ways To Increase Your Investment Income In Retirement (opens the original)
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Finding income investments in retirement requires a careful balance. Here are five ways to boost your cash flow without taking on unnecessary risk.
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