Investing Specialists

What declining stock and bond prices and higher inflation mean for retirement income.

Our latest paper tries to unlock the mysteries of multifactor funds.

These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.

Why emotional coping is an essential skill for long-term investors.

Funds see value in a diverse range of sectors.

These funds managed to lose value for shareholders even during a generally bullish market.

The author and retirement-planning expert discusses goals-based planning, managing sequence risk, and bucketing.

Despite the risk of a recession in the first half of the year, we expect economic growth to rebound sharply afterwards.

The founder of Alpha Architect talks investor behavior, market makers, and how human nature affects our investing choices.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio.

Is deciding what to do with an orphan 401(k) on your to-do list? Here are seven steps for getting it done.

Follow these steps to tackle this daunting task.

The author and founder of Alpha Architect on market efficiency, trend-following, and investor behavior.

Your relationship with money is the key to navigating uncharted territory.

We review the top stocks, funds, and exchange-traded funds this week as well as share updates you can make to your portfolio.

Dr. Preston Cherry teaches you how to prioritize and empathize with your future self.

A diversified portfolio with various time frames can help you meet your income needs during retirement.

A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in financial education.

Use these strategies to help defuse financial tensions.

Several funds see value in technology, healthcare, and consumer cyclical.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio.

A lead financial planner tells you not to fear the price of good financial advice and how this model works to your benefit.

Traditional IRA contributions after RMD age may make sense in a handful of situations, but not many.

The model portfolios of Vanguard, BlackRock, and American Funds play to their respective strengths.

A financial planner discusses how the hourly model for financial advice serves clients who are shut out of traditional advice models.

Changing behavior takes time and repetition.

Higher taxable-equivalent yields add to their appeal.

While few are predicting a 1970s-style inflation spiral, it’s still worth thinking through how inflation could affect your plan.

Financial expert and podcast host Roger Whitney shares his advice on surviving retirement in a volatile market.

They may just be the best development for investors since the index fund.

We recap the week and note the most popular stocks, funds, and exchange-traded funds.

Considering Social Security as part of the asset allocation could prove beneficial.

A frugal couple assesses their portfolio in the midst of volatility and a transition to true retirement.

A 72-year-old retired engineer seeks a review of her withdrawal rate and her portfolio positioning.

Want to get smarter about investing? Check out some of these books.

A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.

How the ‘wants versus needs’ trope fails, and what to do instead.

As part of our annual Portfolio Makeover series, we help a midcareer couple optimize their retirement portfolio to emphasize ESG.

As their retirement date draws close, a married couple seeks a second opinion on their portfolio, their plan, and their anticipated in-retirement spending.

We recap the week and note the most popular stocks, funds, and exchange-traded funds.

Award winning author of ‘The Psychology of Money,’ Morgan Housel, discusses how ‘money is a window into how people think about risk, reward, greed, and fear.’

Obtaining health insurance coverage on a single plan isn’t always the most cost-effective option.

Christine Benz helps investors check their progress, assess allocations, uncover portfolio gaps and overlap, and upgrade their holdings. Plus: A special Portfolio Makeover Week webcast.

The best-selling author on what makes financial paradoxes interesting, why stories are the best way to teach about money, what constitutes financial freedom, and more.

Left unchecked, the pattern can wreck your bottom line.

The horrors of rising mortgage rates, cannabis stocks taking us more low than high, funds that cut our diamond hands, and companies that literally made us Boohoo.

We recap the week and note the most popular stocks, funds, and exchange-traded funds.

Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.

Financial experts Julien and Kiersten Saunders teach you how to ‘get off the social media treadmill’ and get on the path to financial success.

Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.