A big Dutch pension recently disclosed material changes in some of its largest U.S.-traded investments. Pensioenfonds PNO Media sold positions in Apple (ticker: AAPL), Block ( SQ ), and Estée Lauder (...
Tag: financial services
As China-U.S. Relations Cool, Reshoring Heats Up. Honeywell and Other Stocks That Should Benefit.
The gulf between the U.S. and China is widening, which could be good news for stocks benefiting from the reshoring of industries that migrated over the past 40 years. If President Xi Jinping’s consoli...
Will the stock market be higher in 12 months? Here are the odds.
Odds are good the stock market will be higher in 12 months’ time. The probabilities are two out of three, in fact. These odds are not based on any privileged insight into whether the economy will expe...
Why retirement calculators fail the people who need them most — and what to do about it
Or were you so overwhelmed by the steps and questions that you only increased the amount you were saving by a little bit — or not at all? If you fall into the latter category, don’t feel bad. A new st...
Small-Cap Stocks Have Rarely Been So Depressed. 7 to Buy Now.
Longtime investor Nicholas F. Galluccio has seen his fair share of market turmoil, but one thing has remained constant over nearly four decades: a focus on finding small stocks with big prospects. Gal...
Why I don’t want I-bonds
There’s been such a rush to buy “I-bonds,” inflation-protected bonds from the U.S. government, that the TreasuryDirect website crashed. I-bonds have been one of the hottest investments of the year. Pe...
Another jumbo Fed rate hike is expected next week — and then life gets difficult for Powell
First the easy part. Economists widely expect Federal Reserve monetary-policy makers to approve a fourth straight jumbo interest-rate rise at its meeting next week. A hike of three-quarters of a perce...
‘When we dated for 5 years, he implied he was financially secure’: My husband was always hesitant about his finances. Now I know why.
Dear Quentin, My husband and I make about the same salary, and live modestly. Six months after we married, I found out my husband’s net worth is virtually zero. He owes more money than he has assets (...
250 years of history is telling investors to bet on Treasury bonds in 2023, Bank of America says
Benchmark U.S. Treasury bonds are facing their worst annual returns since 1788, but a big bounce is likely in the new year, along with a stock rout. That’s according to a team of strategists at Bank o...
5 Historically High-Yield Stocks Popular With Gurus
Summary IntelINTC , AT&TT , WalgreensWBA , T. Rowe Price and Western UnionWU are offering high dividend yields currently. As market volatility continues on the back of a disappointing start to tec...
‘We are facing a retirement crisis in our country,’ says head of TIAA, as ‘40% of Americans run the risk of running out of money’
“ ‘We are facing a retirement crisis in our country’” — Thasunda Brown Duckett, president and CEO of TIAA That’s CEO of TIAA Thasunda Brown Duckett, who oversees some $1.2 trillion of retirement asset...
Opinion: There’s a rush to buy I-bonds to lock in a high yield, but there may be an even better deal next week
It’s hard to imagine that there could be a better deal for parking up to $10,000 in savings than Series I bonds, at this very moment. The 9.62% yield is top-notch, and you can count the hours before i...
Americans think they need $1.25 million to retire. Is that even enough?
Americans think they need $1.25 million to retire comfortably, new research suggests, but while that number may seem hefty — it still may not be enough. A study from Northwestern Mutual released this ...
Millions of working Americans are living paycheck-to-paycheck — and running out of cash as another recession looms
Inflation is taking its toll on people’s emergency funds. The share of workers who say they are living paycheck-to-paycheck has surged among middle- to high-income earners — 63% and 49%, respectively ...
Americans Say They Need $1.2 Million to Retire. Most Aren’t Saving Enough.
When it comes to retirement, Americans are simultaneously determining they need more stashed away to have a comfortable retirement and falling behind their savings goals. That’s according to two new s...
Young investors can retire rich—or super rich — by following these steps
Real life provides us with literally millions of individual financial scenarios, making it hard to dish out blanket investment advice. But if you’re in your early or mid 20s, you have a golden opportu...
This Isn’t the Bottom and Recession Isn’t Priced In, Goldman Says
Markets haven’t priced in a recession, according to analysts at Goldman Sachs Equities and credit markets are pricing in a lower risk of recession than rates and currency traders, though no asset clas...
My boyfriend has a nicer house, and says I should live with him. My mortgage is paid off. He believes I should pay half of his monthly costs. Is that fair?
Dear Quentin, My boyfriend owns a house with a 30-year mortgage balance of $150,000 on a 4% interest rate. He has $275,000 in cash and retirement accounts. He is retired. My house is paid off. I have ...
Credit Suisse is about to unveil its restructuring plan. Here’s what to watch.
Besieged Swiss lender Credit Suisse has been racing to finalize asset sales to help pay for its much-anticipated strategic overhaul, set to be unveiled on Thursday. The pressure is on new CEO Ulrich K...
Visa beats on earnings, increases dividend by 20%
Visa Inc. topped earnings expectations for its latest quarter, with the company’s chief executive calling out strong spending trends despite “short-term uncertainty.” The company reported fiscal fourt...
Personal savings have plunged — how to boost your savings in case of a recession
As red flags go, this is a big one. The personal savings of Americans have plunged this year, hitting $629 billion in the second quarter of 2022, according to data from the Federal Reserve Bank of St....
How bad could it get for your 401(k)?
Probably the best argument for investing some more of our 401(k)s in the stock market right now is all the people telling us not to. As a general rule, it’s been a good time to be bullish when so many...
Opinion: A seasonal stock market trade that tends to be reliable begins Thursday
The stock market has broken through technical resistance, and as a result the rally is trying to extend itself. Specifically, the S&P 500’s SPX, +2.46% close above 3800 points was a strong technic...