Investing Specialists

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

From contributions to conversions to distributions, don't fall into these traps.

The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.

Here’s how psychological factors shape financial management.

Several funds see value in consumer cyclical, communication services, and technology.

Host of “Stacking Benjamins” shares why risk management is actually the solution.

I Bonds boast tax advantages, but purchase limits reduce appeal.

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

Personal interest and effort fuel engagement with the next generation of clients.

The author and financial podcaster on financial independence, the 'scarcity mindset,' and the importance of time horizon in deciding how to invest.

It's not a panacea but has helped limit some losses.

CNBC markets commentator Michael Santoli discusses the right way to protect your portfolio.

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

In praise of what can't be measured.

The CNBC senior markets commentator on the corporate profit picture, rising interest rates and inflation, stock valuation, and more.

Stocks with above-average payouts generally hold up better, but not all dividend strategies are created equal.

These errors can jack up tax--and opportunity--costs.

Retirement expert Wade Pfau shares his concerns about retiree spending rates.

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

It won't change this year's tax bill, but it can help prevent investment slippage and lower taxes on future gains.

These four steps can help you craft a (mostly) hands-off portfolio.

The retirement expert joins us to discuss retirement income styles, withdrawal rates, and how the current market environment and inflation will affect retirees.

Treasury Inflation-Protected Securities are one of the best direct hedges against inflation, but they're subject to other types of risk.

A hospice doctor shares lessons he’s learned about money, self-discovery, and finding meaning.

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

Use this simple checklist to find the right coach for your investment decisions.

It is important to acknowledge our biases.

Yields are important, but so are liquidity considerations and guarantees.

Jordan Grumet on his path to financial independence and mastering 'the art of subtraction.'

Author and financial researcher Larry Siegel discusses how you can use your intuition, understand your biases, and bring optimism into investing.

A closer look at some asset types that can help against inflation.

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

The accomplished author and financial researcher shares his thoughts on the 60/40 portfolio, inflation's staying power, how optimism can be a secret weapon, and more.

Justin Fitzpatrick, retirement expert, breaks down changes in spending patterns during retirement.

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

Lower valuations, higher bond yields drive higher return expectations.

Sizable mutual fund capital gains distributions illustrate a simple fact: Some investments are structurally a poor fit for taxable accounts.

The co-founder of retirement-software provider Income Lab says that older adults can take a few simple steps to ensure that their assets last throughout their lifetimes.

Your personal spending and inflation rate likely vary from the Consumer Price Index.

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

It’s not too early to line up next-line reserves to replenish Bucket 1.

The co-founder of Next Gen Personal Finance discusses the state of financial education in the United States and how to teach lessons that stick.

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

The real estate expert and author discusses what’s happening in the housing market, her thoughts on real estate as an investment, and tips for prospective homebuyers.

In-plan conversions are a no-brainer for heavy savers who have access to them.

Financial expert David Lau discusses how annuities could lead to higher returns in retirement.

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

The withdrawal rules are pretty conservative, but couples with a big age disparity should be more cautious.

Illuminating the rising popularity of model portfolios.