Rumors of the death of the 60-40 portfolio — that old standby allocation of 60% stocks and 40% fixed-income investments — are ...

Cash balance plans offer business owners and high-income professionals a powerful way to significantly boost retirement ...

A broad consensus that markets hate uncertainty more than anything else is being tested on an almost daily basis in 2025.

The SSA’s July 3 email announced that the One Big Beautiful Bill Act (signed into law by President Donald Trump on July 4) would essentially eliminate federal income taxes on Social Security benefits ...

Experts agree that while you don't have to spend three figures on your products, some higher-priced items have value.

Letters are going out to 103,000 Medicare beneficiaries who may have been impacted. Here's how to protect your identity and ...

Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the ...

While this sell system is designed to preserve the growth portion of a portfolio, it comes with a downside: Money can be ...

Duration is a measure of interest-rate sensitivity; a duration of 6 implies a 6% loss in net asset value if interest rates ...

As U.S. Senate Republicans mark up their version of the One Big Beautiful Bill Act, one provision proposed a major tax break ...

Don’t buy trendy new funds. Wall Street tends to trot out funds that suit the market at the moment — red-hot tech funds when ...

The financial services firm’s guidance takes a different path than the traditional 4%-a-year strategy. Researchers compare ...