Selling stocks, property or other investments in less than a year? You may be subject to short-term capital gains tax — which is taxed as ordinary income based on your tax bracket. Knowing how this ...

When advisors make changes to a client's portfolio, they can inadvertently trigger a tax event and it’s a common occurrence according to Erik Preus, group head of investment solutions at Envestnet.

Discover how trade working capital influences business operations by examining its definition, calculation, and role in managing short-term obligations effectively.

Now that 2024 has come to a close, investors are starting to think about 2025’s investments. However, to get a clear picture of how your investment strategy might play out, you need to know the ...

Ares Capital Corporation remains a 'buy' due to its strong yield, diversified portfolio, and proven value creation for shareholders. ARCC's business model focuses on lending to middle-market firms, ...

Short-term debt includes obligations like bank loans that are due within a year. High short-term debt can signal potential financial instability. Effective management of short-term debt is crucial for ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Many investors who prospered from gold’s bull market will be surprised ...

Explore what short/current long-term debt is, how it’s reported on balance sheets, and its impact on financial health.

Wealthfront beats out Fidelity, Schwab and Vanguard when it comes to direct indexing and tax loss harvesting. You make money in the market but tell the IRS you’re losing money. Yes, this works—for a ...