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Fitch's AI Stress Test Flags Sectors Facing The Most Credit Risk

Fitch flags sharp pockets of risk in outsourced services, media production, software and AI infrastructure, and in the private credit vehicles that lend to them.

ByMayra Rodriguez Valladares,

Senior Contributor

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Why Private Capital's Boring Portfolio Companies Should Own Their AI, Not Rent It

PE-owned retailers and distributors are spending on AI. Whether they own it or rent it could shape exit values.

ByDara-Abasi Ita,

Contributor

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Your 401(k) Limit Is Likely Going Up In 2027. Here’s How To Plan For It Now

The IRS will announce official 2027 retirement plan contribution limits in late October or November, but projections are already available.

ByJason Kirsch,

Contributor

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Midterm Elections Are Four Weeks Away. History Says Don’t Trade On The Outcome

On November 3, all House seats and 35 Senate seats will be contested amid a noisy market environment.

ByJason Kirsch,

Contributor

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The Fed Hiked Rates For The First Time In Years. Here’s What It Means For Your Portfolio

Investors are evaluating strategies involving short-term fixed income, cash-flowing equities and paying down variable-rate debt. The next policy meeting is scheduled for October 27–28.

ByJason Kirsch,

Contributor

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Financial Planner Shares 7 Ways To Save Thousands Off Your Bills

Financial Planner shares how to save thousands off your monthly bill without cutting back.

ByDavid Rae,

Contributor

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Mind The Gap: A Sanity Check for Family Business

A ten-minute, 21-question checklist that shows where gaps exist in advising a family enterprise well before the problem is reflected in the financials.

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IPOs Made Easier With AI Tool Developed By Major Law Firm

Meet GO Public, the first of its kind: an AI tool that, according to its creators, will help pre-IPO companies draft IPO registration statements faster and better.

ByBruce Brumberg, JD,

Contributor

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In A Polarized America, Our Contempt For One Another May Block Solutions

The greatest threat to America’s future might be our growing inability to see one another as fellow citizens.

ByAndrew Tisch,

Contributor

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Maryland’s Digital Ad Tax: Down But Not Out?

De Morrow of Greenberg Traurig discusses the Maryland Tax Court decision that struck down the state's digital advertising tax and what's next for the case.

ByTax Notes Staff,

Contributor

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This 9.2% Closed-End Fund Is Trading At An 11% Discount To NAV

Our favorite 9.5% closed-end funds (CEFs) are on sale, and very few investors realize it — which is their loss and our gain.

ByMichael Foster,

Contributor

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How Low Can Adobe Stock Go?

The stock is still 48% below the high it held before the 2025 tariff shock.

ByTrefis Team,

Contributor

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Housing Investment Lured By Data, Discovery, And Collaboration

Housing needs a full dose of innovation, which is available, but legacy practices create challenges to tapping into it.

ByJennifer Castenson,

Contributor

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I Am A Financial Expert And I Would Fall For This Clever Scam

A sophisticated callback scam turns your good habits into a vulnerability. Here's why you should never hang up on your bank.

ByShahar Ziv,

Contributor

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​Costly RMD Mistakes That Can Punch Your Retirement Plan In The Face

​Required minimum distributions are one of retirement’s least delightful plot twists.

ByRonald Stair,

Forbes Councils Member