This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
Copyright 2025 Zacks Investment Research | 101 N Wacker Drive, Floor 15, Chicago, IL 60606
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.75% per year. These returns cover a period from January 1, 1988 through July 7, 2025. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
Visit Performance Disclosure for information about the performance numbers displayed above.
Visit www.zacksdata.com to get our data and content for your mobile app or website.
Real time prices by BATS. Delayed quotes by Sungard.
NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.
This site is protected by reCAPTCHA and the Google Privacy Policy, DMCA Policy and Terms of Service apply.
personalfinance: Archive
How Much Income Can I Generate & Be in the 15% Tax Bracket?
by Zacks Equity Research
The 15% tax bracket no longer exists. However, you can figure out how much to earn in 2025 to remain in the lower tax tiers, such as 10% or 12%.
personalfinance
What Documents Do I Need to Claim Social Security Benefits?
by Zacks Equity Research
Ready to claim Social Security retirement benefits? Here's a simple guide on what documents you need, why originals matter, and what to do if something's missing.
personalfinance
Can Changing Your Insurance Agent Save You Money? Here's the Truth
by Zacks Equity Research
Switching your insurance agent will not lower premiums, but a smarter one may help you find real savings within your policy.
personalfinance
America Was Built on This Rule - Have You Forgotten It?
by Meredith Margrave
"No taxation without representation" wasn't just a founding principle -- it was a financial one. As we approach July 4, personal finance expert Meredith Margrave explains how your vote still shapes your bottom line.
personalfinance
America Was Built on This Rule - Have You Forgotten It?
by Meredith Margrave
"No taxation without representation" wasn't just a founding principle - it was a financial one. As we celebrate July 4, personal finance expert Meredith Margrave explains how your vote still shapes your bottom line.
personalfinance
The ChatGPT Trick Our 22-Year-Old Nanny Used to Build Her Summer Budget
by Meredith Margrave
In just 30 minutes, Meredith helped her nanny use ChatGPT to build a fully personalized summer money plan - for free - complete with real goals, timelines, and zero stress. All customized for her life. Here's how you can create your own custom plan, fast.
personalfinance
10 Actual Signs You're Good with Money (Even If You Don't Know It)
by Meredith Margrave
When you picture someone who's good with money... is it an extreme couponer who only pays $5 for a cartload of groceries? A high-powered exec with a huge portfolio? Meredith Margrave put together a list of 10 signs someone is good with money (and thankfully, they're not as rare as you might think).
personalfinance
Can an Adopted Child Get Social Security From a Parent's Record?
by Zacks Equity Research
Children can receive Social Security if a parent is retired, disabled or deceased. Here's information on who qualifies, how much is paid, and how long the benefits last.
personalfinance
How Can I Transfer My 457 Funds to an IRA Post Retirement?
by Zacks Equity Research
If you are retiring with a 457(b) plan, you may be able to roll it into an IRA only if it is a governmental plan.
personalfinance
Single vs. Married Withholding: Which Filing Status is Better?
by Zacks Equity Research
Married couples may save more on taxes by filing jointly. Read on to learn how your filing status affects paycheck withholding and year-end refunds.
personalfinance
Can I Claim Child College Tuition Deduction on My Taxes if Spouse Pays?
by Zacks Equity Research
Claiming your college student as a dependent can unlock major tax credits if they meet IRS support and income rules.
personalfinance
When Can You Withdraw From Your IRA Without a Penalty?
by Zacks Equity Research
Avoiding a 10% early withdrawal penalty from your IRA is possible only if you understand the specific rules that apply to Traditional and Roth accounts.
personalfinance
Will Your Social Security Benefits Shrink If an Ex-Spouse Claims Them?
by Zacks Equity Research
Your ex can claim Social Security on your record without affecting your benefits. Here is how spousal benefits work after divorce and what it means for you.
personalfinance
Everyone Wants Powell to Cut Rates. Here's Why He Shouldn't.
by Meredith Margrave
The cost of borrowing probably feels more punishing than ever. So why isn't the Federal Reserve doing anything to help? Meredith explains why the Fed's decision not to cut rates actually makes a lot of sense... and may ultimately protect the very people who feel squeezed the most right now.
personalfinance
What the Fed's 'Wait and See' Approach Means for Your Money
by Meredith Margrave
This "higher for longer" rate environment has been frustrating news for consumers still grappling with high borrowing costs, especially on credit cards and car loans. So what does a slower pace of rate cuts actually mean for your money? Meredith Margrave tells you what you need to know.
personalfinance
Thinking of Joining a Wholesale Club? 7 Things to Know First
by Meredith Margrave
Wholesale clubs like Sam's Club, Costco, and BJ's have always had a loyal following ??? but in the past few years, they've seen a surge in popularity. Meredith reveals what she's learned since joining a nearby Sam's Club.
personalfinance
Social Security Payments for Minors: Who Receives the Money?
by Zacks Equity Research
Social Security benefits for a minor are paid to a designated adult who manages the money on the child's behalf.
personalfinance
Is Real Estate Sale Profit Taxable? Here's What You Need to Know
by Zacks Equity Research
Are you selling your house at a profit? Learn when you may owe taxes, how to qualify for exclusions, and smart ways to reduce your capital gains tax bill.
personalfinance
Can You Deduct Out-of-Pocket Contributions to a SIMPLE IRA?
by Zacks Equity Research
You can't fund a SIMPLE IRA from your pocket. Here's why and what you can do instead to still get retirement and tax benefits.
personalfinance
I Saved $300 Shopping Only at Sam's Club... And It Nearly Broke Me
by Meredith Margrave
Meredith tried shopping exclusively at a popular wholesale club for an entire month. Would she save money? Run out of pantry space? Find everything she needs? Here's how the month went, week by week -- and what she learned about wholesale clubs along the way.
personalfinance
Daycare Costs Killing You? Here's How to Get a Tax Break Twice
by Meredith Margrave
Figuring out how to stretch your dollars when you're paying for childcare is no small task. Whether it's daycare, summer camp, or even adult dependent care, those bills add up fast. But here's the good news: Meredith has the inside track on a tax-saving strategy that can help soften the blow.
personalfinance
Think One Savings Account Is Enough? Here's Why You Might Be Losing Money
by Meredith Margrave
Having the right savings account for the right goal doesn't just make your money work harder; it can also help keep you organized and on track. Meredith will walk you through the different types of savings accounts and how to pick the best ones for your specific goals.
personalfinance
What to Do When Your Spouse Picks Up a $10,000 Hobby
by Meredith Margrave
It's important to crunch the numbers and make a plan, but Meredith explains why the most crucial thing you can do isn't a math problem... It's something that can feel much more complicated.
personalfinance
What the Grocery Store Won't Tell You About Inflation
by Meredith Margrave
A recent survey found that about one-third of common consumer products have shrunk in size or servings since the pandemic.
personalfinance
What You Can Do About Recessions
by Meredith Margrave
By preparing in advance for challenging times, market downturns - even full-blown recessions - can become manageable inconveniences instead of major crises. Meredith outlines key strategies to help you stay financially resilient when the economy gets rough.
personalfinance