Is Sub-6% Mortgage Rate Enough to Buy in Retirement?
Retirees face a tricky balance: can a mortgage under 6% really make buying a home worthwhile? This guide weighs the m...
Withdrawal Order Index Funds Taxes
Understand the recommended order of withdrawals from index funds to minimize taxes over retirement.
15,793 articlesOne-Year Hold Rule Could Cut Taxes on Stock Trades Today
As markets navigate a choppy May, tax rules around capital gains loom large for traders. Holding periods can swing ta...
Americans Retirement Funds Record: Higher 401(K) Withdrawals
2025 marked a turning point as hardship withdrawals from 401(K) plans hit a new high, signaling mounting financial st...
Fidelity Just Warned 500-Stock Funds Face Mega-Cap Risk
Fidelity has alerted owners of 500-stock funds that the S&P 500 is dominated by a small group of mega-caps, raising q...
Wealth Manager Says Baby Boomers Are Behind on 401(K)s
A prominent wealth manager warns that baby boomers with heavy equity in 401(K)s may face a tougher retirement path if...
Apollo Global Just Kicked: What Investors Should Do Now
A major index reshuffle moved Apollo Global out of Russell Growth and into Russell Value. What does this mean for inv...
SOXX Surges 93.3% YTD Amid AI Chip Boom, Skips SMCI
The iShares SOXX ETF has climbed 93.3% year-to-date through July 6, 2026, as AI infrastructure demand fuels gains acr...
Which Better Core Bond for Income Investors: BND or MUB?
Choosing a core bond ETF is a cornerstone of a smart, income-focused portfolio. This guide compares Vanguard BND and ...
First Years Retirement Most Risky for Portfolios Today
Early market shocks during retirement can permanently damage a portfolio. Experts say the first years retirement most...
That Yield JEPI Actually Drops for High Earners After Taxes
High-income investors face a tax cliff with JEPI: the 8% distribution yield is largely ordinary income, trimming real...
Social Security Pays $2,081: How Much to Match It Today
The SSA reports the average retirement benefit at $2,081 per month in 2026. This article explains how investors can b...
Elon Musk Becomes First: What This Milestone Means
A landmark milestone puts a spotlight on how market-valued wealth works. This article breaks down what elon musk beco...
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