Recently I was asked by a family member to help them review some investment advice they had received from a large investment brokerage on how to invest funds that had just been deposited into a ...

Adequately saving and investing for retirement means balancing a mix of investments that manages your risk while providing earnings. How you should spread your investment dollars across bonds, stocks, ...

Recent articles tout the advantages of high yield portfolios. The performance of two such portfolios is back checked against ETF's and a suggested DGI portfolio. High yield portfolios fail to match ...

Diversification is one of the first rules every investor learns, and for very good reason, as spreading risk across asset classes, sectors, and geographies has long been the foundation of building a ...

[An active search for alternatives to traditional fixed-income investments for income and diversification hedging was triggered by the poor performance of 60/40 portfolios in 2022. This challenge has ...

Last year was solid for all of the core asset classes. US equities, international equities, and bonds all landed in the black. My Model Retirement Saver Portfolios, which are geared to people who are ...

Wealthy retirees often diversify beyond traditional retirement accounts by building passive income streams. This might ...

Gold's remarkable price rally, which pushed it past $5,000 per ounce in early 2026, has transformed what was once a fringe investment into a mainstream conversation among investors across the globe.

Market swings can quietly reshape your nest egg, but there are ways to protect your retirement plan from losses.

So let’s stop lauding underspending in retirement; leaving a big bequest isn’t usually the best outcome. If you don’t need the money, you don’t need the money. But look around: Someone else in your ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...