A New York retired nurse lost $43,000 of her life savings to bitcoin scammers, after transferring the money to them through a malicious computer pop-up – an unfortunate reminder to be vigilant when it...
Tag: Investing/Securities
4 big expenses you should factor in for retirement
Retirement planning is part savings, part guessing game. While many of your day-to-day expenses will remain the same, there are big-ticket categories that can take a large bite out of your savings. Th...
Why the stock-market rally may be nothing more than ‘wishful thinking,’ according to Morgan Stanley CIO
Listen to the bond market. That is the advice from Lisa Shalett, chief investment officer at Morgan Stanley Wealth Management, warning that recent resilience in stocks could be “nothing more than a be...
ARK’s Cathie Wood: ‘Private markets get it,’ but disruptive tech is beaten-up in the stock market
When it comes to valuing disruptive innovation, private markets seem to understand the opportunity better than the stock market, according to Cathie Wood, founder and chief executive of ARK Investment...
Three value stocks that can provide safety as interest rates rise
Stocks have been on a rocky road this year, as investors have tried to anticipate every possible move by the Federal Reserve to combat inflation. Value strategies have held up better than growth strat...
The silver lining of surging inflation: I-bond yields should climb above 9%
CHAPEL HILL, N.C. –Want to lock in a greater-than-8% return with U.S. Treasurys over the next 12 months? Of course you would, especially given the higher-than-expected inflation numbers reported this ...
‘Calamity’ may be coming, stock-market setup similar to 1999: Jeffrey Gundlach
A “calamity” may be coming for markets, potentially in 2023, Jeffrey Gundlach, chief executive officer and chief investment officer of DoubleLine, warned Tuesday on stage at the Exchange ETF conferen...
2 things all the financial advisers I talked to told me — that I don’t like
How to find the right financial adviser for you. Getty Images/iStockphoto Question: I’m about three years from FIRE (Financial Independence, Retire Early) status and have been looking at placing a por...
‘It seems a bit like Lucy pulling the football away.’ Student loan borrowers got another break on payments — what comes next?
President Joe Biden extended the lifeline the federal government has provided to most student-loan borrowers during the pandemic. But that doesn’t mean these borrowers are feeling any more assured of ...
Goldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week
Text size Uncredited First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo , Goldman Sach...
General Dynamics Stock: Why It’s Time to Buy
Text size General Dynamics M1 Abrams battle tanks. Krisztian Bocsi/Bloomberg Russia’s war in Ukraine shows no sign of ending, and the news of civilian deaths in places like Kramatorsk, Bucha, and Irpi...
‘We are not sure how prepared we are for retirement’ – we are 60 and 61, and don’t know how much longer we can work, have $360,000 in retirement savings and a pension
I am a 61-year-old teacher in Missouri who plans to work 3-4 more years before retiring. Depending on what option my husband and I choose from the Public School Retirement System, we should get betwee...
Inflation Is Here to Stay. How to Adjust Your Portfolio.
Inflation is rampant and ubiquitous today, from the gas pump to the grocery store. The U.S. consumer price index has quadrupled in the past year, from a 1.7% annual rate in February 2021 to 7.9% this ...
I’m 57 and I don’t have much money. Is a financial adviser right for me?
How to find a financial adviser Getty Images Question: I’m 57 years old and late to the party. I do not have much money socked away nor do I have investments outside of my retirement fund, and I never...
Three things to take care of when you retire—your future self will thank you for it
After a working lifetime of alarm clocks and meetings, you might be looking forward to a lot more unstructured time once you retire. But taking care of one more to-do list early on can set you up for ...
Retired? Here’s when you don’t have to file your taxes – and when you do
Not all seniors need to file a tax return, but others may incorrectly think they fall in this category – don’t make that mistake. Retirement Tip of the Week: If you don’t plan to file a tax return th...
The Fed’s plan to rapidly slash its balance sheet is out. Here’s what happens to money in the system.
Minutes of the Federal Reserve’s March meeting released on Wednesday detailed plans for shrinking its nearly $9 trillion balance sheet to help cool U.S. inflation running at 40-year highs, but tricky ...
Opinion: Want to beat the stock market over the next decade? Add bonds to your portfolio
The death of the 60/40 portfolio has been widely accepted as growth and technology stocks overwhelmed gains in fixed-income securities since the end of the financial meltdown over 10 years ago. Howeve...
Millennials have solved the retirement crisis
Wow. It looks like millennials have totally solved the retirement crisis. And it turns out it was a lot easier than anyone realized. The solution? Cryptocurrencies, of course. A new survey of 4,000 pe...
These income strategies can help protect your stock investments from inflation and a recession
There is always uncertainty in the stock market, but the deflationary cycle that helped feed tremendous gains over the past several decades has ended. Two related strategies can give you downside prot...
Cathie Wood’s ARK Snaps Up Nearly $20 Million of UiPath Stock
Text size Cathie Wood’s ARK Innovation ETF purchased 867,331 shares of UiPath on Monday. Courtesy of ARK Cathie Wood’s ARK Innovation exchange-traded fund purchased 867,331 shares of UiPath , th...
I’m 41, my partner is 50. We have $800,000 in retirement savings and make $250,000. We want to retire ASAP but know our money won’t last us our lifetimes – what can we do?
I love reading your responses to everyone’s retirement questions, but realized that I haven’t seen one that matches up closely to what I’m hoping to do. I am 41, and my partner is 50. We are both empl...
Investment Firm Files Finra Arbitration Demand Against Morgan Stanley
An investor accused Morgan Stanley of leaking information about a large sale of shares of Palantir Technologies Inc., saddling it with millions of dollars in losses. Morgan Stanley is at the center of...
AMD, Qualcomm make software-focused acquisitions as growth in core chip businesses questioned
Advanced Micro Devices Inc. and Qualcomm Inc. both announced acquisitions on Monday that will help diversify into greater software holdings as analysts question growth in the chip makers’ core busines...
Get ready for a ‘new world order’ that drives stocks and bonds: BlackRock
It’s an end of an era. That’s BlackRocks Inc.’s BLK, +1.62% Tony DeSpirito, chief investment officer in the U.S. fundamental equities division of the world’s largest asset manager, telling investors t...
China Revises Delisting Rule. But Investors May Want to Sell on the Rally.
Text size The probability of a mass delisting of Chinese stocks like Alibaba may have ticked lower with revised rules from China’s regulators. Greg Baker/AFP via Getty Images The probability of ...
Has the student loan pause done any good?
Two years after the chaos of the pandemic prompted Congress to pause federal student loan payments, new data show many borrowers have used that extra room in the budget to shore up their overall finan...
U.S. stock futures steady early Monday as traders weigh prospect of more sanctions on Russia
U.S. stock index futures were little changed early Monday as traders weighed the prospect of further sanctions on Russia over the war in Ukraine. After the S&P 500 index posted a third straight we...
Inflation is raging, but these 16 companies have pricing power
Decades of deflationary forces that helped feed booming prices for U.S. stocks are over, at least for now. But some companies are countering the trend, by a combination of holding down expenses and ra...