Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Key steps to take back control if your retirement portfolio has taken a tumble.
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
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.
Russ Kinnel shares some ideas that provide a sense of calm.
Grant us investors the wisdom to know the difference.
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.
If you're within 10 years of retirement, this eight-step review can help you improve your situation--and your peace of mind.
These six steps can help you take back control in uncertain times.
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.
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.
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.
No matter your life stage or financial goals, identify the right investments for the job.
As the April 15 deadline draws near, we clear up some key points of confusion for would-be contributors.
Tips for selecting the right account type, using new contributions to adjust your portfolio's allocations.
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.
The tax- and financial-planning specialist weighs in on how sweeping new legislation affects IRA withdrawals, charitable giving, 401(k) plans, and more.
Foreign stocks and stock funds have underperformed the U.S. for a long time, but change is inevitable.
Christine Benz explains the tax advantages of health savings accounts, if you're eligible.
There's still time to make contributions to an IRA for the 2019 tax year. Christine Benz shares some investment ideas to consider before tax day.
From contributions to conversions to distributions, don't fall into these traps.
Terrific years for the market like 2019 provide retirees with an opportunity to reset and recalibrate.
The popular blogger at 'A Wealth of Common Sense' examines some of the most notorious financial scams and the lessons they impart in his new book, 'Don't Fall for It.'
Russ Kinnel discusses three rating upgrades, two rating downgrades, and some details about Morningstar's revised ratings.
Christine Benz discusses some of the steps we should be taking now to make sure we're prepared.
The retirement 'sweet spot' is now larger, but Social Security and other considerations could limit tax-saving benefits.
In volatile market environments, tune out the pundits and take a look in the mirror.
Fidelity Contrafund's longtime star manager on why he runs money, how his definition of "edge" has evolved, the best way to engage with analysts and company management, and more.
Key financial priorities for investors in the peak earnings years of their 40s and 50s.
The late 50s and early 60s are the perfect time for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.
For people in drawdown mode, tips on asset allocation, Social Security, annuities, withdrawal rates, and more.