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OpenAI's IPO also comes with risks, including questions about profitability and whether its valuation can support investor expectations.
How to Invest

OpenAI Stock IPO: Expected Valuation, Timeline and Investment Options

OpenAI, the company behind ChatGPT, confidentially filed an S-1 registration statement with the SEC on May 22, 2026. This formally begins its process of going public. CNBC reported that Goldman Sachs and Morgan Stanley are leading the deal, with the company targeting a public debut “as soon as the fourth quarter” of 2026.1 OpenAI said… read more…

From accredited investor access to indirect exposure through Alphabet and Amazon, there are several ways to position ahead of the Anthropic IPO.
How to Invest

Anthropic IPO: Expected Valuation, Timeline and Investment Options

Anthropic, the AI company behind the Claude family of models, confidentially submitted a draft S-1 registration statement with the SEC on June 1, 2026, giving the company the option to pursue an initial public offering after SEC review.1 The filing came after Anthropic announced a $65 billion Series H funding round at a $965 billion… read more…

Businessman drawing rising arrow over coins and house models, representing real estate investment growth.
Real Estate

Diversifying Stock Into Real Estate: Opportunities and Risks

Stocks have long been the go-to investment vehicle for building long-term wealth, yet they’re just one part of a diversified portfolio. Real estate represents an entirely different asset class that responds to different market forces and offers unique benefits, such as consistent rental income, tangible value and inflation protection. Yet jumping into real estate investment… read more…

A couple reviewing the importance of the date of death valuation in estate planning.
Inheritance

Date of Death Valuation: Calculation and Taxes for Heirs

When someone inherits investments, real estate or other valuable assets, they may be familiar with the asset’s date of death value. This valuation determines not only what an inherited asset is worth for estate purposes, but also how much tax an heir may eventually owe if they decide to sell it. Ask a financial advisor… read more…

Editor's Picks

A couple determining whether they need a CFA vs. CFP®.
Certifications & Licenses

CFA vs. CFP®: Which Do You Need?

Chartered financial analyst (CFA) and certified financial planner (CFP) are common certifications for individuals working in finance, namely financial advisors. These are designed to tell a client (or employer) that the holder has received education in certain types of financial… read more…

Clients meeting with an advisor from a wealth management firm.
Brokerage

6 Tips for Choosing a Wealth Management Firm

Wealth management firms are all different, with their own specializations and services. As a result, the process for choosing a wealth manager is a very personal one. Wealth managers work closely together with their clients to identify financial goals and… read more…

A fee-only financial planner doesn't earn commissions for recommending certain products.
Advisor Fees & Costs

What Is a Fee-Only Financial Planner?

If a financial planner, financial advisor or another type of financial professional is fee-only, that means they receive compensation solely from the fees clients pay for their services. They do not earn commissions for recommending certain products. A fee-only structure… read more…

Investment Property
Real Estate Investing

Why First Homes Could Be Investment Properties

If you’re young and looking to purchase a new home to live in, you may want to consider turning it into an investment property. While most people wait until after they’ve bought their first or second home to begin investing in… read more…

Data Articles and Studies

Hand holding Social Security cards over American dollars.
Demographics & Migration

Where Social Security Cuts Could Have the Greatest Economic Impact

Social Security is a major source of retirement income for millions of Americans, but its economic importance varies sharply by locality. In some communities, benefits represent a relatively small share of total income. In others, they account for a substantial portion of money flowing into the local economy. That reliance may become more consequential as… read more…

A father reads a book with his son and daughter.
Travel, Education & More

Where Fathers Spend the Most Time on Child Care — 2026 Father’s Day Study

For fathers, work rarely stops at five o’clock. Beyond paid employment, fathers often balance household responsibilities and the daily logistics of family life. Where that balance is most demanding can vary widely based on local economic conditions, commute times and work schedules. SmartAsset analyzed the 50 states based on the number of minutes per day… read more…

Traffic on a multi-lane highway.
Travel, Education & More

Best and Worst States for Drivers — 2026 Study

Car ownership consumes a major share of many household budgets. Between loan payments, maintenance, fuel and auto insurance, the cost of owning and operating a vehicle now averages more than $11,000 per year. Even as U.S. cities and counties increase investment in public transportation, more than 90% of American households own or lease at least… read more…

Financial Advisors

Where Financial Advisor Income Grew Most – 2026 Study

Financial advisors’ earnings are shaped by a range of factors beyond individual skill or experience, including client volume, wealth, and income; target market; fee model and geography. Because economic conditions vary widely across the U.S., some areas may present stronger opportunities for advisors seeking to expand their practices. As remote work capabilities continue to improve,… read more…

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