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, ...

-- The stock market in recent years has been extraordinarily concentrated in a few mega-cap stocks. While the extent of this market concentration is widely known, it's less well known that small-cap ...

The December FOMC statement and "dot plot" signaled that the Fed is pivoting from focusing on unemployment back to controlling inflation. The signals point to the Fed pausing after two more rate cuts ...

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 ...

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 ...

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 ...

'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 ...

Once cognitive issues grow severe, you're at greater risk of coercion or elder abuse As you age, cognitive decline can set in. Over time, what starts as mild to moderate confusion and forgetfulness ...

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 ...