Money

From expert advice on investments and budgeting to discussions about economic trends and retirement planning, these articles aim to equip readers with the knowledge they need to manage their personal finances, make informed monetary decisions, and otherwise navigate the complexities of the financial world. Whether readying savings for the future or maneuvering day-to-day costs, the insightful advice equips readers to take control of their fiscal picture and achieve economic stability.

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The Magnificent Seven
Investing

The Magnificent Seven

November 3, 2023

Amazon…Alphabet…Apple…Meta Platforms…Microsoft…Nvidia…Tesla. These large-cap growth stocks—“The Magnificent Seven”—have been on a tear. They averaged an 87% return through the first…

How to Benefit from Inverse ETFs
Mutual Funds & ETFs

How to Benefit from Inverse ETFs

Neena Mishra, CFA | October 23, 2023

If you have ever lost money in the stock market because you listened to investment guru Jim Cramer, there’s a…

3 Ways Your IRA Can Get Taxed…Even a Roth!
Retirement Accounts

3 Ways Your IRA Can Get Taxed…Even a Roth!

Ed Slott, CPA | October 21, 2023

The upside of traditional IRAs is that income taxes aren’t due until money is withdrawn…and with Roth IRAs, investment profits…

What to Do With Your Cash Now
Investing

What to Do With Your Cash Now

Matthew Zeigler | October 20, 2023

Many investors began this year happy to hold cash in their portfolios. After all, why risk a volatile stock market…

Time to Revise Your Will?
Estate Planning

Time to Revise Your Will?

Martin Shenkman, CPA, JD | October 18, 2023

Will your will actually do what you want it to do? You might never know—but your heirs could pay the…

Best Ways to Invest in Obesity-Drug Stocks
Stocks

Best Ways to Invest in Obesity-Drug Stocks

Damien Conover, CFA | October 15, 2023

The diabetes drug Ozempic became a viral sensation this year, touted by celebrities, CEOs and Real Housewives for its off-label…

Medicare Advantage Ads May Be Misleading
Medical Expenses

Medicare Advantage Ads May Be Misleading

David Lipschutz, JD | October 7, 2023

A new way to get more from ­Medicare for less…zero premiums…free dental. If you are 65 or older, you’re probably…

When a Wall Street Theme Has Staying Power
Investing

When a Wall Street Theme Has Staying Power

Peter S. Cohan | October 6, 2023

In recent years, the investment world has felt like a graveyard of themes that soared, then fizzled—outer-space tourism…NFTs (non-fungible token…

Thriving in a Bull and Bear Market
Portfolio Strategy

Thriving in a Bull and Bear Market

Mark ­Oelschlager, CFA | October 1, 2023

Many investors believe that you must endure the occasional severe loss in bear markets and corrections to reap stocks’ long-term…

Six Tax-Saving Opportunities
Cutting Taxes

Six Tax-Saving Opportunities

P.J. DiNuzzo, CPA | September 20, 2023

Scattered throughout the Tax Code are oft-overlooked opportunities to trim your tax bill—or even score a free lunch. But if…

Social Security Can Ask for Money Back From You
Personal Finances

Social Security Can Ask for Money Back From You

Laurence J. Kotlikoff, PhD | September 14, 2023

Your elderly mother receives a notice in the mail from the Social Security Administration (SSA). It claims that she has…

Navigating Retirement in the 2020s
Retirement Accounts

Navigating Retirement in the 2020s

Robert Carlson | September 13, 2023

For the past four decades, retirees have enjoyed low prices on goods and services and long bull markets in both…

Treasury Alternative
Investing

Treasury Alternative

Robert M. Brinker, CFS | September 12, 2023

This year’s bank failures created a silver lining for bond investors—after the Federal government took control of assets from Silicon…

Best Exchange-Traded Funds for Foreign Investing

Best Exchange-Traded Funds for Foreign Investing

Neena Mishra, CFA | September 10, 2023

Researching individual stocks in other countries can be challenging. Many don’t even trade on US exchanges. The easiest way to…

How Much Should You Allocate to Foreign Stocks?

How Much Should You Allocate to Foreign Stocks?

Jeff DeMaso, CFA | September 9, 2023

Before choosing the best foreign stocks, funds or ETFs to invest in, you need to decide how much of your…