With just a couple of days to go in 2024, the Morningstar US Market Index is on track for a second consecutive year of ...

The coming year may not be the perfect moment to switch your retirement account's strategy from growth to drawing down, and therefore from stocks to bonds. But, by the standards of modern history, ...

Advisers who appear on a "best of" list typically ask their firm's compliance officer to vet the ranking methodology before promoting their "accomplishment." This clears them to mention the list in ...

Thanks for all the great advice you have given over the years. My situation is a bit of an odd one. My wife and I have been best friends since we were in our teens (we are 45 now). In 2008, before our ...

The S&P 500's returns are measured using time-weighted returns (TWR), which don't account for cash flows like withdrawals. If you're retired and withdrawing funds, comparing your portfolio to the S&P ...

I don't know if my dilemma should involve some complicated equation or if it can be approached as a simple question with a simple answer. I'm 65 years old, and two years away from claiming Social ...

'I understood that, in California, hospitals and funeral homes have to notify the court when someone dies' ...

I read that the bank discourages people from storing jewelry and coins in the boxes, so I did not rent one' Dear Quentin, Is it safe to keep valuables in a bank safe-deposit box? It sounds like a ...

I made all the mortgage payments, in addition to paying for health coverage for both of us. He is taking his Social Security, and has Medicare and a small pension. He plans on leaving and taking half ...

Investors owning cannabis stocks will no doubt hope for a reversal of fortunes in 2025 after a year of bruising losses in equity prices tied to the business of legalized marijuana in the U.S. With ...

For 2025, bond investors might want to make themselves comfortable with where yields have been in 2024. The US economy is ...

On his first day in office, President-elect Donald Trump is likely to confront a U.S. stock market that is more overvalued than on any other Inauguration Day in U.S. history.