Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
A noted researcher examines investors' trading behavior in the Robinhood era, the role of social media, and gender differences in investing.
Expert Ed Slott describes what you need to know if you're considering a backdoor Roth contribution.
We run down the taxes, penalties, and other risks of using retirement assets for a home purchase.
Ed Slott shares what changes have arrived.
The investment advisor discusses portfolio construction, the ‘active decisions of indexes,’ and the challenges of setting in-retirement withdrawal rates.
Liquidity and principal loss are things to keep in mind.
Not all decisions are number-driven. The right answer might involve a bit of introspection.
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
The consumer advocate digs into buying homes and autos in a constrained-supply environment, mortgage paydown vs. investing, and why he loves target-date funds.
Here's what to think about if you're heavy in stocks today.
Inflation protection is more concerning for some investors than others.
You won’t be surprised to hear me say that this isn’t the time to upend your well-laid plan.
It's important to review your portfolio's equity exposures and interest-rate sensitivity.
A field guide to the key risks for investors in stocks, bonds, and yes, cash.
The president and CEO of EBRI talks about the connection between a strong stock market and retirement confidence, improving the 401(k) system, and why people tend to be poor judges of when they'll retire.
The current market makes this decision even trickier.
Whether you're working or retired, here's how to think about your liquid reserves.
There's no one-size-fits-all solution.
The answer depends in part on your life stage.
Tax considerations suggest yes, but other factors may argue against it.
The pros agree: Don't expect buoyant returns from U.S. stocks going forward.
Tips for selecting the right account type, using new contributions to adjust your portfolio's allocations.
The popular personal finance expert and author discusses the importance of planning for the worst, smart Social Security-claiming strategies, and why employees should be proactive in the current labor market.
Here are some practical steps for steering your portfolio through uncertain times.
Has tax season become a frustrating paper chase? These tactics can buy you some relief.
The ‘duration stress test’ can serve you well in case interest rates go up.
The GMO strategist and perma-bear thinks the major asset classes are inflated, but calls value stocks 'pretty darn cheap.'
Wind up your 2021 tax year before April 18.
These forms can yield valuable information about your portfolio's asset location and tax efficiency.
The author and financial researcher discusses his new book on the rise of Modern Portfolio Theory and practice.
It's time to review your investments and use your tax documents to assess the health of your savings plan.
Here's how to strengthen your portfolio for the years ahead.
The author and financial expert discusses 'expectations investing,' the problem he sees with valuation multiples, the outlook for active investing, and more.
Here are the steps to take to ensure that your portfolio is in fighting shape for the years ahead.
Although the future of the backdoor Roth is still up in the air, high-income heavy savers can still take advantage of the maneuver.
Why calculating your spending rate isn't a one-and-done project.
How to determine how durable your portfolio is and strategies to tame stock market risk.
Rules of thumb won't cut it for this important question. How to customize based on your own situation.
Tips for customizing your own glide path.
Your knowledge level, desire to be hands-on, tax status, and tolerance for short-term volatility can help you identify the right investments.
Here are some questions to ask as you reflect on risk.
Families must contend with competing challenges: time and high inflation.
The popular podcast host discusses the evolution of the FIRE movement and how she attained financial independence without a high salary.
U.S. equity expectations drop further still, but most firms spy better values overseas.
All portfolios posted strong gains in absolute terms, but the ETF portfolios crushed their mutual fund counterparts.
The popular blogger and financial advisor discusses the macro outlook, the link between portfolio construction and investor behavior, his new ETF, and more.
Keep an eye on inflation, interest rates, and expected spending in the year ahead.
Strong equity gains provide bucketers with an ample source of cash flow for the years ahead.
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
Start the new year off right by tackling some important financial tasks.