New Treasury Department rules firm up the usage of longevity annuities within IRAs, but retirement investors need to weigh the pros and cons of adding these contracts to their portfolios.
From picking the right health coverage and choosing the right providers to eating right and exercising, readers share a wide range of ideas.
Parents can help their college-age children monitor spending habits, avoid identity theft, and learn from their money mistakes.
Standout offerings provide diversification, good management, and quality underlying holdings.
A dozen states still offer them, but some became casualties of tuition inflation and market conditions.
Bargains are hard to find in a market hovering just above fairly valued levels, but new data may provide some clues.
We clear up terms such as margin of safety, risk-free rate of return, and sensitive stocks.
A handful of quality small-cap funds have shone brighter than their peers when the market has tumbled.
We offer a quick guide to what's included in some of the most widely tracked benchmarks.
When stocks have dropped, these funds tend to outperform most equity funds.
Easing into a bond position may make sense given interest-rate fears.
This week: The June jobs report keeps the Fed on track, the Dow hits a milestone, and a story is developing in South America--not related to the World Cup.
Understanding the tax rules and keeping track of expenses are key parts of the process.
Readers reveal what they keep in their third buckets, including conservatively run funds, dividend-paying stocks, and real estate.
Investors who want to keep costs down while still enjoying active management can choose from these analyst-approved offerings.
In investing, uncertainty takes many forms. Here's your guide to understanding some of the most important ones.
Gross posits the New Neutral, Hasenstab likes emerging-markets bonds, international stocks have blurred lines, strategic beta remains up for debate, and more.
Morningstar experts discuss how they're taking on one of the biggest financial challenges families face today.
Price, process, and index variations all come into play.
In part three of our series, we examine how some of the biggest overseas large-cap funds stack up on the 'active share' measure.
The rate at which yields rise with maturities can be a key issue for bond investors.
How do performance and fund size factor into the equation? We ran the numbers.
When building a portfolio using broadly diversified ETFs from Vanguard or other shops, consider costs and allocation.
A rocky market, low interest rates, and the challenge of changing lifestyles were some of readers' biggest negative surprises in retirement.
Traditional mutual funds tend to outperform 529 plans, but tax incentives and high-quality investments can offset the college-savings vehicles' lagging returns.
We put to the test the most asset-heavy actively managed large-cap funds and found a few surprises.
A rise in rates could hurt the bond portion of your college-savings portfolio, but don't lose perspective.
Families seeking need-based aid for college must be mindful of what does and does not count against aid and how student- and parent-owned assets affect the loan payout.
These medalists have produced peer-beating performance while keeping downside volatility in check.
Whether portfolio moves are temporary or long-term can help clarify the issue.
A handful of intermediate-bond funds are among the best in their category while having lower sensitivity to rate movements.
Business-development companies are like private equity funds for individual investors, but their robust payouts come with ample helpings of risk.
Even after solid year-to-date performance, munis still look attractive on a tax-adjusted basis for those in higher brackets. Plus: 401(k) fee recoveries and help for difficult planning conversations.
Even if your tax bracket doesn't change, using a Roth can mean 20% or more aftertax income in retirement versus a Traditional IRA, says T. Rowe Price senior financial planner Christine Fahlund.
Some of our analysts' favorites pay below-average dividends but otherwise impress.
Our screener tool lets Premium Members search exclusively among funds rated Gold, Silver, or Bronze.
Fund portfolio and Berkshire Hathaway shareholder data show which funds hold significant chunks of the company's stock.
Float-adjusted, spliced, and composite indexing methods aren't always straightforward.
These actively managed offerings are led by experienced managers and have beaten their benchmarks during the past decade.
Borrowers who enter careers in the public sector may be able to get part of their college loans canceled. Here's how.
They're not the biggest names in the fund world, but these small shops have proven track records of protecting investors' interests.
Green is good, and red is bad. But what do the ratings mean?
This week: A Greek revival, a new frontier, easing Fed concerns, and an artistically volatile stock.
Having the lower-earning spouse file earlier, and the higher-earning spouse wait until age 70 can provide a cushion for retired couples early on, while ensuring higher survivor benefits later, says T. Rowe Price's Christine Fahlund.
A handful of foreign large-cap names, many of them medalist funds, have outperformed in both up and down markets.
Readers said they were unclear on what certain financial jargon means, so we're providing a few more definitions.
These mid- and small-cap funds have fared well in a variety of market conditions during the past decade.
Factoring in interest rate, taxes, and expected rate of return can help guide in decision-making.
These intermediate-term offerings have consistently outperformed the Barclays Index, in some cases by taking a different approach.
Some companies issue multiple share classes as a way to keep decision-making power in the hands of a select few.