William Baldwin joined Forbes Magazine in 1980 and served for 11 years as its editor. An Enrolled Agent since 1979, he finds many of his stories at the intersection of taxation and portfolio management. But he has also written on such varied topics as the economics of hydrogen, shareholder democracy and pricing mischief from pharmacy benefit managers. His explanation of why future stock returns are destined be mediocre is here. His email is williambaldwinfinance -- at -- gmail -- dot – com.
How Much Do You Really Gain By Delaying Social Security Benefits?
The experts say wait to claim Social Security. But interest rates have reduced the payoff. Here are four questions to ponder before making a decision.
How To Turn The Riskiest Junk Bonds Into A Top Performing Fund
Artisan Partners’ Bryan Krug has a knack for collecting high coupons without suffering the usual damage to principal.
6 Ways To Own Gold
Gold has doubled in two years. What’s the most cost-effective way to hold it? Think about costs, taxes and liquidity.
Six Advanced Strategies For Ducking Capital Gain Taxes
Charitable remainder trusts, prepaid variable forwards and other techniques for avoiding a big capital gain
Smart Tax Strategies For Dealing With A Big Stock Gain
Put options and charitable remainder trusts are among the strategies for reducing the risk in a concentrated stock holding.
Inside IBM’s Quest To Win The Quantum Computer Race
Investors are throwing money at quantum startups. Maybe they should be looking at a more venerable player that has a lot of practice building things.
How To Love The Planet And Make Money
The anti-carbon movement is losing steam. That hasn’t stopped Pictet, a large Swiss money manger, from finding clean-energy stocks that pack some power.
How To Invest Like A Billionaire—At A Discount
Interesting game played by a British investment trust: buying shares of other investment trusts and holding companies at a discount to their liquidating values.
Five Ways To Avoid The Five Hottest Stocks
If those magnificent stocks at the top of the S&P 500—Nvidia, Microsoft, Apple, Amazon and Meta—make you nervous, rearrange your portfolio.
The Forbes Fund Finder
There are zillions of funds. Only 199 make our Best Buy list. Quickly find what you want by using our sortable tables.