Investing

October 21, 2026Databricks remains private, with no announced IPO date or public S-1 as of October 2026. The data and AI software company was most recently valued at $190 billion, up sharply from earlier funding rounds.1 For investors tracking the Databricks IPO date, the important questions are what would signal that a listing is actually getting closer, how… read more…

October 20, 2026Dividend stocks can offer you cash flow and growth potential, while bond funds generally provide more predictable payments. Both investment options carry risks, with companies possibly cutting distributions and rising interest rates reducing the value of fixed-income holdings. If you have $500,000 saved for retirement, the highest yield doesn’t always deliver the most reliable income.… read more…

October 16, 2026Defense technology has become one of the hottest areas for private investment, and Anduril is near the center of it. Investors watching the company may also recognize founder Palmer Luckey as the creator of Oculus and, more recently, ModRetro, the company behind retro gaming hardware such as the Chromatic handheld. But despite Luckey saying Anduril… read more…

October 16, 2026If you own shares of companies that buy back their own stock, a Democratic proposal could make those buybacks more expensive. Companies repurchase shares to return cash to investors, which reduces the number of shares outstanding and can increase the portion of earnings attributed to each remaining share. The Stock Buyback Accountability Act of 2026… read more…

October 16, 2026Stripe has spent years near the top of investors’ most anticipated IPO lists, and its valuation now makes the possibility even harder to ignore. But anyone hoping to buy Stripe stock through a regular brokerage account still has to wait. As of October 2026, Stripe remains privately held, with no announced IPO date, even as… read more…

October 5, 2026If you are retiring with a large sum of cash, inflation is reducing the buying power of that money every year you leave it idle. Investing it all at once, on the other hand, could expose cash you may need short term to a market drop. Another strategy might help you divide that money based… read more…

October 20, 2026OpenAI has formally started the IPO process, but investors still don’t have an official OpenAI IPO date. The ChatGPT developer confidentially submitted an S-1 in June 2026 after reaching an $852 billion private valuation.1 With no set date for the listing potentially, the bigger questions are what OpenAI will be worth and whether its rapid… read more…

October 20, 2026Anthropic has taken a major step toward Wall Street, but investors still don’t have an official Anthropic IPO date. The Claude developer confidentially submitted IPO paperwork in June 2026 after reaching a $965 billion private valuation.1 With a November listing reportedly under consideration, the next questions are what Anthropic will charge investors and whether its… read more…

October 1, 2026OpenAI CEO Sam Altman said the company will not go public in 2026, citing concerns about timing and AI safety. The startup is reportedly seeking a $1.4 trillion valuation through a new funding round that could provide financing without an initial public offering (IPO).1 If you are an OpenAI employee with company stock, this could… read more…

September 21, 2026How you title a property affects who controls it, who inherits it, and whether it has to pass through probate. You can typically choose either tenancy in common or joint tenancy with rights of survivorship. These may sound similar, but the distinctions can have major consequences for co-owners, heirs, and their long-term estate plans. You… read more…

September 21, 2026Dividend-paying stocks can create a recurring stream of investment income without requiring you to sell shares. But a high dividend yield alone does not necessarily make a stock a strong income investment. Before investing, it can be important to examine the company’s financial strength, dividend history and ability to generate enough earnings and cash flow… read more…

September 18, 2026A U.S. bond sell-off occurs when selling pressure pushes bond prices lower and yields higher. These moves can reflect changing expectations for interest rates, inflation, and economic growth. They can also affect borrowing costs, existing bond holdings, and potential opportunities for investors purchasing newly issued bonds. A financial advisor can help you evaluate how changing… read more…

September 18, 2026Warren Buffett has long advocated low-cost S&P 500 index funds for nonprofessional investors. Instead of trying to identify individual winners or time the market, this approach offers exposure to hundreds of large U.S. companies while limiting costs that could otherwise reduce long-term compounded returns. A financial advisor can help you decide whether an index-based investment… read more…

September 18, 2026Turning $100,000 into monthly investment income means choosing investments that fit your timeline, cash-flow needs and risk tolerance. Dividend stocks, bonds, annuities and real estate investment trusts (REITs) each generate income differently. By combining several approaches, you may be able to balance income needs with growth potential and risk. The right strategy will also depend… read more…

August 24, 2026International exchange-traded funds (ETFs) give investors access to companies and markets outside the United States without requiring them to research and purchase individual foreign stocks. Adding international investments can broaden a portfolio by including businesses that operate under different economic conditions and market cycles than those in the U.S. However, investing overseas also introduces considerations… read more…

August 13, 2026Berkshire Hathaway and Nvidia followed very different paths over the past 15 years. Berkshire generated value through a broad mix of businesses and investments, while Nvidia grew from a graphics chipmaker into a major supplier of technology for data centers and artificial intelligence (AI). A $2,000 stake in either company would have produced significant gains,… read more…

August 10, 2026Two tech giants delivered big gains for investors 15 years ago. Apple built an ecosystem of devices and services around the iPhone. Nvidia moved from gaming chips into data centers and artificial intelligence (AI). A $2,000 stake in either company would have appreciated significantly, but one far outpaced the other. What $2,000 Invested in Apple… read more…

August 10, 2026If you want to retire on dividend income alone, your portfolio must generate enough annual income to cover your living expenses without selling investments. For many retirees, that means accumulating a much larger portfolio than expected. Chasing higher dividend yields to make up the difference can backfire, putting both your income and your principal at… read more…

August 7, 2026Meta’s 2012 IPO did not deliver the strong early performance that some investors had anticipated, but that performance tells only part of the story. After the company’s sharp decline in 2022 and its subsequent recovery, the long-term picture looks different. Here’s how much a $2,000 investment at Meta’s IPO could be worth today. What $2,000… read more…

August 6, 2026Fifteen years ago, Tesla was a much smaller electric vehicle company than it is today. Since then, the stock has gone through two stock splits, periods of rapid gains and several steep declines. Even after accounting for that volatility, the long-term performance looks very different from where the company stood in its early years. Investors… read more…

August 5, 2026When an IPO surges on its first day of trading some investors sell their shares right away. This is called IPO flipping. IPO flipping is legal, but some brokerages may limit your access to future IPOs if you flip shares frequently. Selling quickly may also change how your profits are taxed. Company insiders also follow… read more…

August 3, 2026SpaceX began trading on June 12, 2026, with an IPO price of $135 per share, giving retail investors an opportunity to buy into one of the world’s most closely watched aerospace companies. A $5,000 investment at the IPO price would have purchased about 37.04 shares. By June 16, those shares had climbed to $225.64, increasing… read more…

July 29, 2026A $10,000 investment in Tesla five years ago would have experienced periods of significant gains and sharp declines. Investors who held their shares through those swings would have ended up with a different result than those who sold during the downturns. Here’s how much that investment could be worth today, and what the past five… read more…

July 28, 2026A $20,000 investment in Meta five years ago would be worth much more today, but the result did not come from a steady rise in the stock price. During 2022, the value of that investment fell, and some investors may have chosen to sell while others continued to hold their shares without knowing whether the… read more…

July 27, 2026High inflation doesn’t just raise prices at the store. It can also erode the purchasing power of cash, bonds and fixed-income streams, too. This means a portfolio can post a positive return on paper, and still lose ground in reality. The right response isn’t to panic or abandon a long-term strategy, however. Instead, it may… read more…