Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
The CARES Act makes it easier to gain access to retirement accounts in a pinch, but they're not likely to be your best source of emergency cash.
Christine Benz explains why now isn't the time for grand gestures with your investments; instead, take a light touch to them.
Tax and retirement planning expert Ed Slott says investors should tread carefully among the potential provisions, from RMDs to hardship withdrawals and loans.
Five questions to ask to determine whether to reduce your exposure to stocks after a bear market is under way.
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
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.
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.
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.
These six steps can help you take back control in uncertain times.
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.
As the April 15 deadline draws near, we clear up some key points of confusion for would-be contributors.
A noted researcher discusses the state of financial literacy in the U.S., the connection with income inequality, and what works with financial education.
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.
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.
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
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.
Traditional mutual funds and ETFs for tax-efficient exposure to domestic and international stocks as well as bonds.
Whether you're seeking a single-fund option or using the building-block approach, here are some of our analysts' best ideas.
Investors need to do some sleuthing to understand how much risk they are taking on.
Christine Benz discusses her key takeaways from the annual projections issued by several investment firms.
Having fewer holdings to monitor allows you to stay focused on more important issues.
For goals that are close at hand, how do you balance loss aversion with return potential?
By saving rather than spending their freed-up dollars and by avoiding lifestyle creep, investors at this life stage can make significant headway.
All this week, we'll coach you on the steps to take to ensure that your portfolio is in fighting shape for the years ahead.
Consider these strategies to help you decide how much to withdraw from your portfolio.