What $13,000 Month Really Looks Like in Retirement
A retiree with $13,000 a month in pretax income may seem comfortable, but taxes and Medicare surcharges erase much of...
Which Index Fund To Roll Over To Ira 2024
Guidance on selecting an index fund for IRA rollover in 2024, highlighting fee structures, tracking accuracy, and long-term retirement impact.
26,968 articles60-Year-Old’s Pension Dilemma: Why a 7% Yield Wins Now
A 60-year-old worker faces a pension buyout vs. lifetime monthly payments. Experts say the math favors the steady pay...
Tax-Smart Retirement: An Advisor on Have Retirement Accounts
Retirees facing rising taxes must plan withdrawals carefully. With $2M in retirement accounts, a strategic advisor ca...
Mega Backdoor Roth: Some 401(k)s Let You Stash Big Tax-Free
Some large employers enable a tax-free backdoor into Roth retirement money through a mega backdoor Roth feature. The ...
Slate Path Capital Exits GitLab Stake After SEC Filing
A major hedge fund liquidated its GitLab position, prompting questions about strategy and market impact. This article...
500's Dividend Yield Hasn't: Top Dividend ETF Shines in a Low-Yield Era
Dividend income from the S&P 500 has been hard to come by. With the 500's dividend yield hasn't, investors are lookin...
Holders Paying Triple Small-Cap Costs Stall Gains This Year
IWM holders confront higher annual fees and a recurring reconstitution drag that can erode returns. Cheaper small-cap...
Fund Builds Million Commerce Stake as SPS Stock Slumps
A focused look at contrarian investing: why a fund would build a million-commerce stake in a high-growth SaaS vendor ...
Three Value ETFs Beating Growth Rivals in 2026 So Far
Three S&P 500 value ETFs are outperforming growth peers in 2026, underscoring a market rotation that has yet to fully...
XYLD Pays Monthly Income, Yet Hidden Costs Linger On
Global X's XYLD ETF continues to deliver monthly payouts through a covered-call strategy, but a persistent drag on to...
This $2.9 Billion Fund Sustains 26-Year Payout Streak
A $2.9 billion closed-end fund has paid distributions every year since 2000, marking a 26-year streak. Here’s how the...
DBMF Quietly Beating 60/40 in 2026: Fund Leads Pack
In 2026, the iMGP DBi Managed Futures Strategy ETF (DBMF) is delivering an 11% year-to-date gain against a roughly 5%...
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