Investing Specialists

These plans are often touted as a way to align employees' incentives with their employers', but the risks can be significant.

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

Asking how well your holdings are doing their jobs is a starting point for trimming your portfolio.

The financial advisor and 'Sketch Guy' discusses what constitutes 'real' financial advice, why traditional retirement is a faulty concept, and how to break the culture of 'I'm busy.'

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

How to balance the tax and investment considerations.

Grant us investors the wisdom to know the difference.

The author and financial educator discusses how social media affects financial well-being, how women can close the wealth gap, and why young people should steer clear of individual stock trading.

These grants can seem like mad money, but they can add up to serious money over time.

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

And yours should be, too.

The portfolio manager of Oakmark's International funds talks about bargain-hunting during the pandemic, ESG and risk management, and why he's not complacent about inflation.

A six-week break from work provides takeaways for retirement--and the years that will come before.

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

In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.

The Physician on FIRE blogger discusses the financial and lifestyle choices that go into retiring early, passive sources of income, and why and how he and his family give back.

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

The author and The Wall Street Journal columnist discusses the current trading frenzy, the scorn for expertise, the road to a fiduciary standard, and more.

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

Reviewing your year's performance so far, and positioning yourself for the future.

Whether you’re new to the market or not, there’s a lot to learn from Berkshire Hathaway’s leader.

On the pitfalls of defending against the slow, corrosive effects of inflation with an incredibly volatile asset.

The author and former Vanguard CEO discusses the current investment landscape, his thoughts on ESG and ETFs, and the outlook for retirement planning.

We examine the biggest contributors to -- and detractors from -- the performance of the index during the past year.

You diversify your investments; why wouldn’t you diversify how you source your in-retirement living expenses?

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

Investors with more human than financial capital should seek advice on their entire financial life and not just investments.

The CIO of Franklin Templeton’s fixed-income team assesses the risks and rewards of bonds, the economic recovery’s durability, and the future of monetary and fiscal policies.

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

The prospect of higher taxes and the uptake of in-plan conversions make this maneuver a no-brainer for heavy savers who have access to it.

Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

The CIO of Avantis Investors discusses the firm's strategies and academic research, as well as his thoughts on the future of ESG and ETFs.

Funds see value in a diverse range of sectors.

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

Average incomes are lower and poverty rates are higher, especially for transgender people and LGBTQ people of color.

As this strategy becomes more commonplace, so do questions about how to execute it.

Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets.

The XY Planning Network cofounder discusses serving younger clients, the trading frenzy in individual stocks and cryptocurrencies, and the future of a fiduciary standard.

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

Occasional checks on your net worth--your current assets minus liabilities--can yield valuable intelligence about your financial health.

You manage risk at the portfolio level; here's how to address it in other parts of your plan.

Here's how to figure out how big your emergency fund should be and how you should invest it.

An IPS helps transition your investment collection to an investment plan.

Calculating ROIs for your investments and debt paydown can help you make wise capital-allocation decisions.

Guess what? You've probably already started the process.

Are you a hoarder when it comes to financial documents? Here's how to get them under control.

This valuable document can help you see what you own, and serves as a crucial estate planning tool, too.

Take these steps to ensure that spending doesn't interfere with your ability to save no matter your life stage.

How investment multitaskers can prioritize competing financial objectives.

These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.