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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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…

Time to Start Investing In Foreign Stocks Again?

Time to Start Investing In Foreign Stocks Again?

Thomas Shrager | September 8, 2023

For more than a decade, investors have looked at foreign stocks and thought, What’s the point? And in fact, it…

Beyond-the-Obvious Ways to Diversify Your Portfolio
Portfolio Strategy

Beyond-the-Obvious Ways to Diversify Your Portfolio

Philip Huber, CFP, CFA | September 6, 2023

Last year was a frightening wake-up call for many investors. It probably wasn’t a huge shock that equities lost ground—stock…

When a Fund Is Closed
Stocks

When a Fund Is Closed

David Snowball, PhD | September 5, 2023

One of the better stock funds for today’s volatile markets is the T. Rowe Price Capital Appreciation Fund (PRWCX). But:…

Medigap: What You Need to Know
Medical Expenses

Medigap: What You Need to Know

Lauren Bigham | September 4, 2023

Medigap is an unfamiliar and confusing topic for many of us who are approaching retirement age—but the Medigap decisions we…

Giving a Gift? Avoid These Tax Reporting Mistakes
Taxes

Giving a Gift? Avoid These Tax Reporting Mistakes

Martin Shenkman, CPA, JD | August 24, 2023

If you give someone a big gift, the IRS will have a gift for you, too—a tax form that’s a…

The Social Security Lump-Sum Option Has a Big Gotcha
Social Security

The Social Security Lump-Sum Option Has a Big Gotcha

Martha Shedden, CRPC, RSSA | August 22, 2023

If you claim Social Security benefits after you reach full retirement age, you’ll be offered an up-front payout equal to…

Japanese ETFs
Mutual Funds & ETFs

Japanese ETFs

Todd Rosenbluth | August 20, 2023

Warren Buffett is bullish on Japan. In the past few months, his company, Berkshire Hathaway, boosted its investment in five…