Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Ed Slott discusses some of the tax implications that are unique to this year.
Inquire about areas of expertise, compensation arrangements, and credentials before signing on for financial help.
What's different in 2020?
Who receives care, who provides it, the economic cost, and the devastating effects of COVID-19.
The Harding Loevner co-CIO discusses owning a soccer team, behavioral finance, and the people and processes that make up the firm.
This type of charitable contribution carries a high impact.
How to approach donations in this peculiar year.
These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.
The CEO of Sustainalytics discusses the evolution of the ESG movement, the regulations and rule-making behind it, and the future of sustainable investing.
What does 2020 have in store for year-end?
Late in the bull market, appreciated assets can be ripe for the picking by the charitably inclined.
The PitchBook vice president of market analysis discusses private equity investing, private market interest and performance, and the impacts of the pandemic on the industry.
The author of the best-selling book, "I Will Teach You to Be Rich," on how homeownership fits into a financial plan.
Don't eat that first potato chip.
Should you hold, sell, or split the difference?
The author and financial expert discusses factor investing, fixed income and retirement planning, as well as trends in ESG investing.
How to approach open enrollment season with this in mind.
Strategies to consider for lowering your tax bill and improving your portfolio's positioning.
This retiree loves following the market and investing in stocks, but would a simpler portfolio make more sense?
An equity-heavy portfolio and an index-centric approach have served this couple well so far, but is it time to take some risk off the table?
This stock-heavy portfolio is appropriate for retirees with long time horizons and ample risk tolerance.
This portfolio is geared toward retirees with a 20-year time horizon and moderate risk tolerance.
Geared toward retirees with shorter time horizons, this portfolio includes a heavy stake in bonds and cash.
Standing pat with stocks has worked well for Jeff and Debra, but with retirement within the next decade, is that still the right tack?
The author and financial expert discusses retirement and income security, debt, and the framework behind having a rich life.
A portfolio that tilts toward gold and equities.
Bumping up foreign stocks is one way to improve the return potential of a young earner's portfolio.
As the year winds down, growth-fund investors are most likely to get socked with tax bills.
With a low withdrawal rate, is holding more in low-returning bonds and cash an imperative?
Three adjustments can reduce the opportunity cost of buckets 1 and 2.
The financial advisor and author discusses his views on financial life planning, the future of financial advice, and saving for higher education.
Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio.
BlackRock's head of muni-bond investing on how states and municipalities are faring, where stimulus is most needed, and the risks and opportunities that investors face.
Financial blogger and author Jim Dahle, also known as "The White Coat Investor," argues that investors do better when they don't overthink investment selection and asset allocation.
The author and retirement expert discusses remote work during and after the pandemic, employment for midlife and older workers, and financial advice for women.
The founder of the EarlyRetirementNow website and member of the FIRE community speaks about his experiences and thoughts on retiring early.
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.
Has the pandemic nudged you to consider readjusting your financial plan? Consider these tips.
A leading financial advisor discusses her digital-only firm, their diverse population of clients, and how to make the advisory profession more inclusive.
If you've decided to purchase an annuity, you'll also need to think through where to hold it, how much to annuitize, and when to make the buy.
Take stock of your spending to determine if inflation is an issue for you.
The author and financial-wellness advisor discusses ‘funded contentment,’ financial education, and the behavioral finance behind it all.
Investors who have the wherewithal should consider fully funding their health savings accounts.
Slow and steady wins the financial race.
Two Wellington Management portfolio managers discuss how they manage risk at Vanguard Wellesley Income, why they’ve taken a liking to busted growth stocks, and where they’re finding durable sources of income.
Financial advisor Cathy Curtis discusses some of the planning needs that are unique to women and how she approaches them in her practice, topics addressed at the Morningstar Investment Conference this week.
The bumps and bruises of election time may tempt you to shift your portfolio strategy.
The Morningstar healthcare strategist discusses the latest on COVID-19, including virus forecasts and vaccine updates from the leading biotech and pharma companies.
The retirement researcher and author discusses the benefits and challenges of working longer, the health of Social Security, and what longevity means for retirees' plans.