Individual - Stock Market/Finance - Page 7

PER (Retirement Savings Plan): Tax Authorities Finally Clarify Tax Ambiguities

PER (Retirement Savings Plan): Tax Authorities Finally Clarify Tax Ambiguities

March 24, 2026

The tax authorities have just shed light on two issues that had long remained unclear: the eligibility of capital withdrawals under the quotient system and the ...

Inactive Accounts: 164 million euros to be returned in 2025 thanks to Ciclade

Inactive Accounts: 164 million euros to be returned in 2025 thanks to Ciclade

March 24, 2026

Forgotten savings accounts, unclaimed life insurance policies, bank accounts that have been lost track of… Last year, the Caisse des Dépôts returned 164 million euros ...

Building Wealth: What Really Changes Depending on the Decade of Life

Building Wealth: What Really Changes Depending on the Decade of Life

March 24, 2026

The difference between an investor who starts at age 30 and one who starts at age 50 can be as much as €670,000. The determining factor is neither the return...

Personal Data Online: What You Reveal Without Realizing It

Personal Data Online: What You Reveal Without Realizing It

March 17, 2026

Addresses, dates of birth, bank account information… A great deal of sensitive information about company executives and partners is freely available...

2025 Tax Return: Key Points to Keep in Mind Before the Online Service Opens

2025 Tax Return: Key Points to Keep in Mind Before the Online Service Opens

March 17, 2026

The online tax filing service will open on April 9, 2026. Between a delayed budget bill, the increase in the CSG on investment income, and the new ru...

Financial Stress: When Anxiety About Money Paralyzes the Life Plans of the French

Financial Stress: When Anxiety About Money Paralyzes the Life Plans of the French

March 17, 2026

One in two French people considers money a source of anxiety. The result: postponed decisions, avoided discussions, and a massive shift toward...

The French Have Never Saved This Much: An Analysis of a Record

The French Have Never Saved This Much: An Analysis of a Record

March 3, 2026

With a savings rate reaching 18% of disposable income in 2025 and household wealth now exceeding 6,500 billion euros, France is...

Retirement Savings Plan: The Rise of a Product That Has Become Indispensable

Retirement Savings Plan: The Rise of a Product That Has Become Indispensable

March 3, 2026

More than 12 million French people now hold a PER, with assets totaling more than 130 billion euros. Driven by concerns about their standard of living in retirement...

Rental Real Estate in 2026: Can the Jeanbrun Program Unseat the LMNP?

Rental Real Estate in 2026: Can the Jeanbrun Program Unseat the LMNP?

March 3, 2026

The 2026 Finance Act introduces a change to real estate taxation: for the first time, a depreciation mechanism applies to unfurnished rentals. B...

Employee Savings Plans: A Still Underutilized Tool for Planning for Retirement

Employee Savings Plans: A Still Underutilized Tool for Planning for Retirement

Feb. 24, 2026

Profit-sharing, incentive plans, employer matching: Employee savings plans have long been viewed as a “year-end” bonus. Yet they are one of the tools...

Wealth Management 2026: Personalization, AI, and Geographical Rebalancing

Wealth Management 2026: Personalization, AI, and Geographical Rebalancing

Feb. 3, 2026

By 2026, wealth management will have changed in both scale and nature. According to the "Emerging Trends in Wealth Management 2026" study conducted by MSCI among 2...

PEL: The Quiet End of a Mainstay of Regulated Savings

PEL: The Quiet End of a Mainstay of Regulated Savings

Feb. 3, 2026

A major change—one that has largely gone unnoticed—is on the horizon in the world of regulated savings. Starting in March, the Home Savings Plan (PEL...

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Latest Articles

One in four first-time homebuyers buys a home with money from their family

One in four first-time homebuyers buys a home with money from their family

September 15, 2026

The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...

European ETFs Have Seen Two Consecutive Months of Record Inflows

European ETFs Have Seen Two Consecutive Months of Record Inflows

September 15, 2026

After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...

One-third of French people have dipped into their savings to make ends meet

One-third of French people have dipped into their savings to make ends meet

September 15, 2026

A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...

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