Now may be a good time to do a Roth conversion. But, contrary to an argument that’s popular right now in financial planning circles, “the factors that make such a Read more
Tag: Investing/Securities
12 ways to make your retirement better for the planet
Today’s preretirees and retirees face several financial challenges in addition to concerns about the world we leave our children and grandchildren, as described in the first part of this series. Read more
Opinion: 10 things to talk about with your financial adviser
Given today’s challenging markets and unprecedented economic circumstances, a midyear review of your investments and wealth plan takes on a heightened sense of urgency this year. Stock prices are down, Read more
News and analysis for those planning for or living in retirement
From MarketWatch: Scared of stocks? Most investors are too conservative with their retirement plans: With market volatility, it’s understandable why some Americans are hesitant to put their money into equities Read more
Wall Street profit expectations for megabanks cooled only slightly despite deep freeze in stocks
The disconnect between healthy business performance and ailing share prices in 2022 will likely continue for megabanks through this year’s second-quarter earnings season, amid bear market conditions for stocks. Investors Read more
Why this Morgan Stanley portfolio manager is ‘gradually’ getting less defensive in stocks as recession fears rise
It may be time to get a little less defensive and shift toward buying some crushed stocks as recession fears intensify, according to Andrew Slimmon, an equity portfolio manager at Read more
What is Bobby Bonilla Day? It demonstrates the magic of compound interest, for one thing.
Bobby Bonilla was trending on Twitter early Thursday because July 1 marks the annual payday for the former third baseman, an event that has increasingly attracted interest from average Americans, Read more
Weekend reads: What’s ahead for the stock market after that brutal first half of 2022
The first half of 2022 marked a big change for investors and consumers, as inflation reared its ugly head. It was the worst start of the year for U.S. stocks Read more
Weekend reads: What’s ahead for the stock market after that brutal first half of 2022
The first half of 2022 marked a big change for investors and consumers, as inflation reared its ugly head. It was the worst start of the year for U.S. stocks Read more
Crypto crash: How prices for bitcoin and ethereum changed in June 2022
Cryptocurrencies like bitcoin BTCUSD, +3.45% and ether ETHUSD, +3.91% have exploded in popularity in recent years, and are now traded by both individual investors and large companies like Tesla TSLA, -0.36% Read more