Your Portfolio Changed Its Own Mind While You Weren’t Looking
You picked a mix of stocks and bonds once, probably with some care. You wrote down...
The Fed Has Raised Rates. Here Is What That Actually Does to Your Money
On September 16, the Federal Reserve raised its benchmark rate by a quarter of a percentage...
The Fed Just Raised Rates. Why Paying Down Your Credit Card May Matter More Than Your Next Investment
Last Wednesday the Federal Reserve raised interest rates for the first time in more than three...
Your Bond Fund Has a Number On It. After Yesterday, You Should Probably Know What It Is.
Yesterday afternoon the Federal Reserve raised interest rates for the first time since July 2023. A...
Open Enrollment Is Coming. The Best Retirement Account You Own Is Probably Sitting in Cash.
Sometime in the next few weeks a benefits portal is going to open and ask you...
You Did Not Sell Anything. So Why Does December Hand You a Tax Bill?
Every year around the middle of December, a particular kind of notice lands in brokerage inboxes...
Your 401(k) Has a Calendar Problem, and August Is the Last Good Month to Fix It
Somewhere in your payroll portal there is a percentage you chose once, probably during onboarding, probably...
The War Headline Is Back. Here Is What 80 Years of Market History Says You Should Actually Do!
The Dow dropped 577 points on Wednesday the moment President Trump told a NATO summit in...
You Bought the Index to Avoid Picking Stocks. Now Seven Companies Are Picking for You.
There is a comforting story people tell themselves when they buy an S&P 500 index fund....
The Five-Year Window That Can Reshape Your Retirement, If You Catch It
Most people picture their early sixties as the home stretch, the final laps before they hand...