investing

Should Your 401(k) Be ‘Custom Made’?
401(k)s

Should Your 401(k) Be ‘Custom Made’?

Many retirement plans offer participants the opportunity to get tailor-made investment advice for an additional fee. And like many bespoke products, t…
October 11, 2021
Is the Stock Market Open on Columbus Day 2021?
Markets

Is the Stock Market Open on Columbus Day 2021?

Columbus Day (increasingly known as Indigenous Peoples' Day) is a federal holiday, but it's a regular working day for most of Wall Street. Here are th…
October 10, 2021
Even the Experts Can’t Figure Out How to Plan for Retirement Income
retirement planning

Even the Experts Can’t Figure Out How to Plan for Retirement Income

Why? The old asset allocation model of retirement planning focuses on the wrong part of the equation. Instead, Income Allocation offers a better road …
October 10, 2021
Too Busy to Study Your Company's Health Insurance Options? Do These 4 Things
health insurance

Too Busy to Study Your Company's Health Insurance Options? Do These 4 Things

Yes, it's a tedious task. But one hour of your time could be worth thousands of dollars. A former firefighter and paramedic turned financial planner s…
October 9, 2021
New PINK Healthcare ETF Will Donate Fees to Cancer Research
Index Funds

New PINK Healthcare ETF Will Donate Fees to Cancer Research

Simplify has launched a rare actively managed fund in the healthcare sector. It’s not cheap, but you’ll feel good about where your fees are going.
October 8, 2021
Stock Market Today (10/8/21): Stocks Slip After Dismal Jobs Number
Stock Market Today

Stock Market Today (10/8/21): Stocks Slip After Dismal Jobs Number

The U.S. added a much lower-than-expected 194,000 new jobs in September.
October 8, 2021
The Best Vanguard Funds for 401(k) Retirement Savers
mutual funds

The Best Vanguard Funds for 401(k) Retirement Savers

Vanguard funds account for roughly a third of the 100 most popular 401(k) retirement products. We rank Vanguard's best actively managed funds, includi…
October 8, 2021
Complaints that Get Results (and Replies that Win You Customers)
personal finance

Complaints that Get Results (and Replies that Win You Customers)

Not happy? A couple of simple steps will help get your complaint noticed. And if you’re on the receiving end of a complaint, how you craft your respon…
October 8, 2021
100 Most Popular Mutual Funds in 401(k) Retirement Accounts
401(k)s

100 Most Popular Mutual Funds in 401(k) Retirement Accounts

These mutual funds have the most assets under management in 401(k) workplace retirement plans.
October 7, 2021
Stock Market Today (10/7/21): Stocks Stay Aloft as Congress Nears Stopgap Deal
Stock Market Today

Stock Market Today (10/7/21): Stocks Stay Aloft as Congress Nears Stopgap Deal

The Senate appeared close to reaching a short-term solution for the debt ceiling, helping Wednesday's late rally to spill into Thursday.
October 7, 2021
13 Dividend Aristocrats You Can Buy at a Discount
dividend stocks

13 Dividend Aristocrats You Can Buy at a Discount

Stock valuations are in the clouds, but several Dividend Aristocrats can be had at cheaper-than-usual prices right now.
October 7, 2021
The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail
stocks

The Stock Market Is Another Life Lesson That Proves Stability Will Always Prevail

Time after time it bounces back in the face of all sorts of disasters. Here’s why the stock market has proven to be so resilient, and how investors sh…
October 7, 2021
Stock Market Today (10/6/21): Debt-Ceiling Band-Aid Gets Stocks Into the Green
Stock Market Today

Stock Market Today (10/6/21): Debt-Ceiling Band-Aid Gets Stocks Into the Green

Equities perked up into positive territory Wednesday after Senate Minority Leader Mitch McConnell offered up a short-term debt-ceiling extension.
October 6, 2021
3 New-Investor Myths That Need Busting
Becoming an Investor

3 New-Investor Myths That Need Busting

Preconceived notions that new investors are uninformed risk-takers are misguided. Forget games and cynicism; they need support and guidance.
October 6, 2021
Crypto vs. Forex Trading: What You Need to Know
cryptocurrency

Crypto vs. Forex Trading: What You Need to Know

How does forex trading compare to crypto trading? Check out our look at their market structures, exchanges, regulation and more.
October 6, 2021
18 States With Scary Death Taxes
inheritance

18 States With Scary Death Taxes

Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
October 6, 2021
4 Big Retirement Blunders (and How to Avoid Them)
retirement

4 Big Retirement Blunders (and How to Avoid Them)

It’s too bad, but financial advisers see these four mistakes all the time. Don’t fall into the same traps.
October 6, 2021
Stock Market Today (10/5/21): Tech Recovers in Broad-Market Bounce-Back
Stock Market Today

Stock Market Today (10/5/21): Tech Recovers in Broad-Market Bounce-Back

Better-than-expected U.S. services data and fresh firepower in the fight against COVID helped stocks claw back much of Monday's losses.
October 5, 2021
Oh Unlucky Heirs with Tim Steffen
Financial Planning

Oh Unlucky Heirs with Tim Steffen

Just because you’re in the will doesn’t mean you’re sitting pretty. Also: Does October deserve its scary reputation for stocks?
October 5, 2021
9 Big Pharmaceutical Stocks Sporting Stellar Yields
healthcare stocks

9 Big Pharmaceutical Stocks Sporting Stellar Yields

Large-cap pharmaceutical stocks offer investors stable, substantial dividends, regardless of market conditions. Here are nine that stand out.
October 5, 2021
Ever Dream of Having a Building Named After Yourself?
Charity

Ever Dream of Having a Building Named After Yourself?

Gifting through a private foundation can offer naming rights advantages, generally without the worry of breaking the strict self-dealing rules set by …
October 5, 2021
Stock Market Today (10/4/21): Nasdaq Spirals as Big Tech Sells Off
Stock Market Today

Stock Market Today (10/4/21): Nasdaq Spirals as Big Tech Sells Off

Facebook led a selloff in FAANG stocks after a scathing "60 Minutes" report and site outage.
October 4, 2021
ESG Investing Takes Off
Markets

ESG Investing Takes Off

For our ESG 20, we identified 15 stocks and five funds that excel at meeting environmental, social and corporate governance challenges.
October 4, 2021
A Simple Portfolio Is All You Need
Financial Planning

A Simple Portfolio Is All You Need

It’s possible to build wealth with only a few funds—or even just one.
October 4, 2021
10 Dow Dividend Stocks Analysts Love the Most
blue chip stocks

10 Dow Dividend Stocks Analysts Love the Most

With uncertainty running high amid a return of volatility, the case for the best Dow dividend stocks is as strong as ever.
October 4, 2021
33 States with No Estate Taxes or Inheritance Taxes
retirement

33 States with No Estate Taxes or Inheritance Taxes

Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
October 4, 2021