What Happens to My Stocks and Bonds When I Die?

What Happens to My Stocks and Bonds When I Die?

What happens to your stocks and bonds after your death depends on the provisions you’ve established. If there’s a joint owner of your investment assets, the stocks and bonds will immediately become solely their assets when you pass away. This is also true for real...
Why Is America’s Stock Exposure at Historic Highs?

Why Is America’s Stock Exposure at Historic Highs?

Experts suggest more than 50 percent of U.S. households have some investments in stock. In 2020, an estimated 41 percent of the nation’s workers had access to a retirement savings plan through their employer or a union. However, access to an asset...
What Are the Differences Between Stocks and Bonds?

What Are the Differences Between Stocks and Bonds?

Stocks, or equities, are little slivers of a company. When you buy a stock, you’re technically become a part owner in that business. As the valuation of the business increases so does the value of your share. You can trade that share to someone else or buy more...