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Financial Advice

Weekly Wrap: The Witch of Wall Street, Buying the Dips, and Dangerous Retirement Plan Assumptions

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

Editor's Picks

Robo-Advisors Are Not for the Faint of Heart

Award-winning financial planner, Michael Kitces, explains how the “DIY” investor can benefit from this new advisory tool.

When Do You Get Kicked Off Your Parents’ Insurance?

And how to get your own health insurance.

Why Buying the Dips Could Hurt Your Portfolio in a Bear Market

Buying “late” versus “early” can lead to improved returns.

The Difference Between Wealth and Well-Being

The ‘Witch of Wall Street’ was a prime example of this discrepancy.

Economic Growth May Be Slowing, but It Has Yet to Contract

And we’re still bullish on long-term U.S. GDP growth.

Is My 401(k) Losing Money?

Portfolio Planning and Personal Finance With Christine Benz

How to Create a Long-Term-Care Plan

Who needs a long-term-care plan, self-funding versus insurance, and key nonfinancial issues to consider.

4 Dangerous Assumptions That Could Hurt Your Retirement Plan By the time retirement savers realize the error of their ways, it may be too late.

Mutual Funds and Exchange-Traded Funds

Why Vanguard S&P 500 ETF Is Highly Rated

With a low-cost portfolio of large company stocks, Vanguard S&P 500 ETF is a top choice for investors.

Look to Equity ETFs for Income

The new Morningstar Yield data point shows that equity exchange-traded funds tend to be a promising option.

Which Funds Have Recently Bought or Sold Netflix?

The streaming giant’s poor performance this year stirred trading activity.

Has Holding Cash Helped Equity Fund Managers? Holding more cash can be a tactical decision as managers wait for deals.


Strong U.S. Dollar a Headwind to Earnings Growth

Dollar appreciation will result in lower short-term earnings growth but typically won’t have a meaningful effect on long-term intrinsic valuation.

Stock of the Week: Zoom

Zoom shows long-term promise despite near-term issues.

5 Undervalued Auto Manufacturer Stocks

Pent-up demand means auto sales could grow even during a recession.

Is Tesla Stock a Buy After the Split?

The EV market leader’s strong brand drives pricing power, Morningstar’s analyst says.

Recession or Not, There Will Be Pain

Investors and stock strategists are braced for a different kind of slump, but a slump nonetheless.

Why Is Bath and Body Works Stock So Cheap? The company is feeling the effects of inflationary pressures on consumer discretionary spending.

Rekenthaler Report

Retirees Aren’t the Only Ones Who Face Sequence Risk

The order of investment returns matters for workers, too.

What’s Alpha? These days, the statistic’s interpretation is taken more figuratively than literally.

The Long View Podcast

Cameron Huddleston: Talk to Your Parents About Their Finances The personal finance journalist and author discusses the importance of communicating with older adults about estate planning, long-term care, and the dangers of financial fraud.


10 Questions With Damon Jones Damon Jones of the University of Chicago tackles financial inequality.

Most Requested Stock Quotes

Apple 3M Co NVIDIA Corp Microsoft Corp

Most Requested Fund Quotes

Vanguard 500 Index Admiral Fidelity 500 Index Dodge & Cox Stock Vanguard Dividend Growth Inv Vanguard Total Stock Mkt Idx Adm

Most Requested ETF Quotes

Vanguard S&P 500 ETF SPDR S&P 500 ETF Trust Schwab U.S. Dividend Equity ETF Vanguard Total Bond Market ETF Invesco QQQ Trust

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