Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Take these steps to ensure that spending doesn't interfere with your ability to save no matter your life stage.
There's no telling if stocks have bottomed, but selling losing positions can help you find a silver lining in a down market.
Jeff Levine discusses what's changing and the pros and cons of 401(k) loans versus hardship withdrawals.
The recent tumult illustrates the importance of using your time horizon to guide what kinds of bond funds to hold--or whether to hold them at all.
The leader of Vanguard's initiative to offer private equity investing discusses his views on private equity's role in a portfolio, how Vanguard will structure its offering, and why the firm is bringing it out now.
Tax and retirement planning expert Ed Slott says converting traditional IRA balances to Roth may cost you less in taxes now.
Christine Benz offers ideas for some investing habits we can put into place while cooped up at home that can pay dividends down the road.
Alex Bryan discusses areas that have performed worse than others during the recent market downturn.
The CARES Act makes it easier to gain access to retirement accounts in a pinch, but they're not likely to be your best source of emergency cash.
Christine Benz explains why now isn't the time for grand gestures with your investments; instead, take a light touch to them.
Tax and retirement planning expert Ed Slott says investors should tread carefully among the potential provisions, from RMDs to hardship withdrawals and loans.
Five questions to ask to determine whether to reduce your exposure to stocks after a bear market is under way.
Two members of the Sequoia Fund’s investment committee open up about the firm’s culture, why the portfolio is more fully invested than before, Berkshire, and more
Key steps to take back control if your retirement portfolio has taken a tumble.
The right amount of risk to take in your portfolio depends on two key variables: your risk capacity as well as your risk tolerance.
For near- and long-term goals and at any stage of life, Buckets help you keep your eyes on the prize.
The noted Diamond Hill manager discusses the shorter durations of competitive advantages, how low inflation has curbed firms' pricing power, and what he considers to be the market's 'sweet spot.'
Bucket 2 has sprung a small leak recently, but cash holdings are proving their mettle.
When the going has gotten tough, these stock, bond, and allocation funds have held up better than their peers.
A hands-off policy for your portfolio amid market volatility is usually the best advice, but there are exceptions to that rule.
We discuss investor impact and taking a long view during the ongoing coronavirus outbreak.
If you're on the hunt for yield, be sure to mind the downside.
A contrarian financial advisor delves into his provocative research on the influence of sector weightings on stock returns, value's slump, equal-weighting, and the low-volatility phenomenon.
So much of the investment world is based on educated guessing; the sooner we all realize that, the better.
Our experts discuss the perks and perturbations of delaying your filing.
A volatile market could have you rethinking some long-held retirement plans, especially if you're close to your target date. Before you make any moves, take these steps to check your plan and/or put it back on track.
An academic's take on financial advisor conflicts that can leave investors saddled with costly, underperforming funds. We also touch on hedge fund activism, financial contagion, and female portfolio managers.
Mark Miller breaks down the differences between traditional Medicare and Medicare Advantage.
Grant us investors the wisdom to know the difference.
Russ Kinnel shares some ideas that provide a sense of calm.
In honor of Equal Pay Day, we look at some of that data that paint a troubling picture about the state of women's retirement preparedness.
The data are sobering about women's retirement preparedness, but being pre-emptive can help stave off a shortfall.
The Ellevest founder discusses how advisors fail their female clients, the lack of gender diversity in financial services, and why firms should be working to close the gender pay gap.
These six steps can help you take back control in uncertain times.
If you're within 10 years of retirement, this eight-step review can help you improve your situation--and your peace of mind.
When you have many years until retirement, market volatility should be easy to shrug off, but it isn't always. A step-by-step guide to taking control.
Christine Benz explains what investors should do amid market turbulence.
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
Taking care with asset placement can result in big tax savings.
Tips for selecting the right account type, using new contributions to adjust your portfolio's allocations.
As the April 15 deadline draws near, we clear up some key points of confusion for would-be contributors.
No matter your life stage or financial goals, identify the right investments for the job.
Christine Benz discusses how the SECURE Act affects required minimum distributions.
Christine Benz has some tips for those trying to squeeze in a contribution for the 2019 tax year.
A noted researcher discusses the state of financial literacy in the U.S., the connection with income inequality, and what works with financial education.
Small steps to avoid the 'procrastination penalty' can make a big difference in your eventual return.
Traditional IRA contributions after RMD age may make sense in a handful of situations, but not many.
Foreign stocks and stock funds have underperformed the U.S. for a long time, but change is inevitable.
The tax- and financial-planning specialist weighs in on how sweeping new legislation affects IRA withdrawals, charitable giving, 401(k) plans, and more.
Christine Benz explains the tax advantages of health savings accounts, if you're eligible.