• Kiplinger11 months ago

    9 Things You Must Know About ETFs

    There's no question that exchange-traded funds are becoming a big part of the investor's toolkit. Assets in ETFs and similar exchange-traded products now exceed $2.3 trillion, nearly 10 times what they were a decade ago, according to the Investment Company Institute, the fund industry's

  • Kiplinger11 months ago

    Why You Need a Roth IRA

    With this indispensable savings tool, your money grows tax-free, you can invest in almost anything and you get several cool perks.

  • Kiplinger11 months ago

    Stock Basics: Avoid Common Errors

    One requirement for successful investing is keeping mistakes to a minimum. These eight mistakes recur with unnecessary frequency.

  • Kiplinger11 months ago

    Stock Basics: 5 Scenarios When Selling Stocks Makes Sense

    Hint: It has nothing to do with the market, and everything to do with your personal circumstances.

  • Kiplinger11 months ago

    Stock Basics: Getting Started

    Stocks come in a variety of flavors. Be sure you understand what you're adding to your portfolio.

  • Kiplinger11 months ago

    Make a Plan for Your Retirement Savings

    The first step to effectively using your 401(k) is to assess your retirement needs.

  • U.S.News & World Report3 years ago

    How Much Cash Is Too Much Cash for Your Portfolio?

    The debate reignited earlier this month when Charles Schwab launched Intelligent Portfolios, an algorithm-based platform that builds and rebalances portfolios automatically, similar to the asset-management services of robo-advisors. Charles Schwab's treatment of cash in the platform raised eyebrows

  • There's a good reason why retirement funds are putting big bucks into tech 'unicorns'
    Business Insider3 years ago

    There's a good reason why retirement funds are putting big bucks into tech 'unicorns'

    Yesterday, the New York Times published some...

  • 5 Things My Dad Taught Me About Investing
    U.S.News & World Report3 years ago

    5 Things My Dad Taught Me About Investing

    My dad was not a banker or financial analyst. He was one of those old-fashioned "country" lawyers who could see past the con job that someone was trying to pull, cut to the heart of the matter ...

  • U.S.News & World Report3 years ago

    Portfolio Analysis: A $381,601 Portfolio Weighed Down by Cost

    What kind of investment results would we get if we just tackled the things we can control? This week's portfolio report card is for Z.K., a 55-year-old real estate broker in Minneapolis, Minnesota. Z.K.'s combined portfolios consist of two individual retirement accounts and a SEP IRA valued

  • U.S.News & World Report3 years ago

    7 Bad Investing Habits That Are Holding You Back

    "My clients who are on track to meet their financial goals are the ones who have good savings habits," says Lauren Lindsay, director of financial planning at Personal Financial Advisors in Covington, Louisiana. Jerry Chafkin, chief investment officer at AssetMark in Concord, California, likens

  • Entrepreneurs Can Pay It Forward Through Angel Investing
    Entrepreneur3 years ago

    Entrepreneurs Can Pay It Forward Through Angel Investing

    This type of startup financing gets you in on the ground floor with companies of your choosing.

  • Kiplinger3 years ago

    Best Investing Apps for Smartphones and Tablets

    Robinhood, Acorns, StockTwits and Openfolio can give mobile investors a leg up on the market.

  • U.S.News & World Report3 years ago

    5 Signs You Need a Financial Advisor

    Some of the biggest advances for retail investors include: the ability to buy or sell securities for a very low cost, significant diversification from mutual funds and exchange-traded funds, or ETFs, in a variety of markets and more online tools and articles than you will likely every need. It's

  • U.S.News & World Report3 years ago

    Is Your Financial Advisor a Fiduciary?

    President Barack Obama's recent endorsement of fiduciary standards for financial advisors could have significant implications for the investment industry. Said differently, the president is pushing to require financial advisors to put the client's needs before their own. Your advisor may not

  • 3 smart ways to invest your tax refund
    U.S.News & World Report3 years ago

    3 smart ways to invest your tax refund

    Don't blow your windfall -- either on the obvious (a shopping spree) or the insidious (the one investment you probably shouldn't make, according to financial advisors). "Pay yourself first," says Kathleen Hastings, portfolio manager with FBB Capital Partners, based in Bethesda, Maryland

  • Millennials: How to become a 401(k) millionaire
    U.S.News & World Report3 years ago

    Millennials: How to become a 401(k) millionaire

    "When I get new clients who are under age 35, I ask them, 'Do you know how old you will be when you become a millionaire?'" says Jerry Love, a certified public accountant and financial planner based in Abilene, Texas. "There should be other components, such as individual savings

  • U.S.News & World Report3 years ago

    10 Questions to Measure Your Financial IQ

    There's a storm of information and opinion that swirls around the Internet and the financial press concerning your retirement savings, and how to make sure you're financially secure after you leave the workforce. You can get more income from corporate bonds, municipal bonds, preferred stocks

  • Kiplinger3 years ago

    Don't Let Bad News Drive Your Investing

    The market's already one step ahead of you when it comes to digesting the impact of geopolitical turmoil.

  • U.S.News & World Report3 years ago

    Portfolio Analysis: A $1.4 Million Portfolio Flunks on Risk

    All of us are 15 years older since the Nasdaq passed 5,000 the first time, but are we smarter? My latest portfolio report card is for a married couple, C.G. in Lake Orion, Michigan. He is 56, she is 48, and they asked me to grade their combined $1.4 million investment portfolio. Let's do a portfolio

  • Kiplinger3 years ago

    Why I'm Still Bullish on Bonds

    If you buy funds that own high-quality debt, you'll get a bit of income and stand a good chance of getting some price appreciation.

  • U.S.News & World Report3 years ago

    The Dangers of Investing With a Home Bias

    Because it's a widely diversified measure of the domestic stock market, the S&P 500 has become the de-facto benchmark for most U.S. investors. The total U.S. stock market, including companies of all sizes -- not only those in the S&P 500 index -- makes up about 50 percent of global market capitalization

  • 7 Ways to Simplify Your Investments
    U.S.News & World Report3 years ago

    7 Ways to Simplify Your Investments

    Eliminating complicated investments can make your portfolio easier to manage and could even boost your returns. Automating your finances can also make it easier to save money and track your investments. Automated online investment management platforms or robo advisors such as Betterment and Wealthfront

  • U.S.News & World Report3 years ago

    The 100-Year-Old Portfolio: Investments for a Long Life

    But for baby boomers heading into retirement in relatively good health and determined to stay that way, living to 100 is an increasingly likely possibility. "You think, I'll be old, active and I'll have money," says Jan Blakeley Holman, director of advisor education for Thornburg Investments

  • Fox Business3 years ago

    Could ISIS Affect Your Investment Portfolio?

    Could the terrorist network ISIS affect your financial future?