Successful Portfolios

Disclaimer Trust A disclaimer is a refusal to accept money or other property by someone who would otherwise be your beneficiary according to your will, trust, gift, insurance policy, retirement account, or your state's intestacy laws. The person who disclaims the property (the "disclaimant") is treated as if he or s...

Charitable Remainder Unitrust (CRUT) A charitable remainder unitrust, or CRUT, is a trust with both charitable and noncharitable beneficiaries. When the trust is created, the charity's interest in the trust assets is a "remainder interest," which means it is second in line to someone else's interest. For this reason, this trust is char...

Am I Financially Okay? A 4-Part Test For Women Who Feel Behind Wondering if you are financially okay? This 4-part test helps women assess stability, protection, flexibility and alignment beyond savings benchmarks.

The ‘She Sells’ Method Behind One Woman’s $60,000 Sales Month She'd never worked in sales. Fifteen months later, Sarah earned $60,000 in one month and moved into her dream home. Here's how a career pivot paid off—literally.

Video: How AI Is Reshaping Retail Discounts Upside Co-Founder and CEO Alex Kinnier joins Bloomberg Open Interest to explain why American consumers are feeling squeezed despite falling gas prices, and reveals what transaction data says about spending habits.

Video: Remembering Alan Greenspan Former Fed Governor Randy Kroszner joined Bloomberg Open Interest to break down Alan Greenspan's complicated legacy—crediting him for fueling America's economic boom while acknowledging the risks that helped lead to the 2008 financial crisis.

They Can’t Fly Spirit Anymore, So They’re Taking the Bus Instead Now that budget air carrier Spirit is gone, bus companies like Flixbus and Greyhound are expanding service and upgrading vehicles for travelers seeking low-cost travel options.

Market Week: June 22, 2026 The latest issue of Market Week is available.

Students Are Increasingly Using AI to Cheat — And Getting Away With It It’s harder than ever to detect AI-written text and easier than ever to churn it out.