My wife and I turned 65 last year, and applied and received Medicare. She chose to receive her Social Security benefits now. I myself am still working. I was thinking to get Social Security at 66 ½, w...
Tag: Investing
How to invest in the stock market and never lose money
Fixed index annuities are not the only way you can invest in the stock market and be assured of not losing money over the short term. That’s because there’s a do-it-yourself alternative that avoids th...
3 Stocks Yielding Over 5% With Monthly Dividend Payouts
Dividend growth investing is a popular strategy for investors looking to generate passive income from their portfolio. The approach is attractive because it allows investors to focus solely on their i...
3 big things in investing you might have missed this week
Oh, it was quite a whirlwind week for investors. A billionaire tech co-founder came out swinging against fellow wealthy people in business. The 10-year yield closed above 4% on Thursday, sparking fear...
As Copper Prices Go North, Let’s Check on Southern Copper
By BRUCE KAMICH Mar 01, 2023 | 01:15 PM EST Stocks quotes in this article: TECK, FCX, SCCO Hedge fund manager David Einhorn touted Teck Resources ( TECK) and copper as an investment on a financial ca...
Fundamental Rule Of Thumb Strategy Screen Still Valid In Today’s Market, Here’s Why
. In this article I cover a classic strategy that combines three fundamental factors into a score used to identify promising value stocks. The AAII Fundamental Rule of Thumb screen combines the price-...
3 Reasons Long-Term Investors Should Be Optimistic
Short-term market moves should always be expected, especially for equity investors. But over the … [+] long-term, historical data paints a much better picture about the resiliency of markets. ge...
I’m 57 and will soon have more than $3 million from a business sale. My rich boss trusts his financial adviser, but he inherited his millions. Still, should I try his adviser?
Have a question about your financial adviser or looking for a new one? Email [email protected]. Getty Images/iStockphoto Question: I am 57 years old, have $450,000 saved for retirement and will so...
How investors can learn to live with inflation: BlackRock
Growth stocks may have led the early 2023 rally, but stubbornly high inflation means that won’t last. That’s the main message from the BlackRock Investment Institute on Monday, as U.S. stocks attempte...
‘You can learn a lot from dead people.’ Charlie Munger, Warren Buffett’s 99-year-old partner, doles out investing wisdom.
You have to keep learning if you want to become a great investor. When the world changes, you must change. That was Charlie Munger, Warren Buffett’s long-time partner and vice chairman of Berkshire Ha...
How can I save my long-term care insurance after a premium hike?
I am 78 years old and have been a long-term care policyholder for approximately 20 years. My premiums started around $1,500 per year. The annual rate was scheduled to increase every five years. By the...
Canada’s Largest Pension Sold Apple, Bought EV Stocks Tesla, NIO, Li Auto
Canada’s largest public pension seems to be more bullish about electric vehicles than iPhones. Canada Pension Plan sold 85% of its Apple stock (ticker: AAPL), and scooped up shares of Tesla (TSLA), an...
An Aggressive S&P 500 Play: Get Long With Little Out-of-Pocket Expense
The E-mini S&P 500 tested its 200-day moving average and appears to be holding. Despite a rocky week for the stock indexes, the overall trend remains higher (daily trendlines are pointing up and t...
Stock Market Investing Action Plan
After a good drubbing over the past week (or three), maybe it’s time to let March part the bears and bulls for a couple weeks and do what it does best: come in like a lion. The stock market̵...
This little-known indicator with an excellent record is projecting below-average long-term returns
Small- and midcap stocks will be below-average performers over the next five years. That’s a discouraging prospect, since these sectors have already suffered more than the broad market. The Russell 20...
Global financial markets have had a rough time since Russia’s invasion of Ukraine, but it is not over yet
A year after Russia invaded Ukraine and set off the bloodiest conflict in Europe since World War II, global financial markets seem to no longer carry on the lasting shocks on a daily basis, but the fu...
Moving in Retirement to Cut Tax Costs? Consider These 4 Factors First.
When an affluent suburban Chicago couple came to John Campbell, senior wealth strategist at U.S. Bank Private Wealth Management, planning to retire in New Mexico because of its weather and lower incom...
Thomas H. Lee, Leveraged-Buyout Pioneer, Dies of Apparent Suicide
Private-equity pioneer Thomas H. Lee died unexpectedly at 78, his colleagues and family said late Thursday. New York Police Department officials said first responders to an emergency call Thursday mor...
Weird Winter Weather Set To Send Wheat Prices Back Higher
MYRONIVKA, UKRAINE – JULY 29: A stork flies above a wheat field as a combine harvester of TVK Seed … [+] agricultural company harvests wheat on July 29, 2022 not far from Myronivka, Ukrain...
3 Canadian Banks for Big Dividends
Banks currently enjoy a strong tailwind thanks to the aggressive interest-rate hikes implemented by central banks, which are doing their best to restore inflation to normal levels. Rising interest rat...
I’m retiring, what do I do with my 401(k)? You have 4 choices, but only 3 are good.
You have to make a lot of decisions when you retire, and among the biggest is what to do with your workplace retirement savings. No matter how much money you have or how you intend to invest it, you h...
I’m 73 and will only have my 401(k) after retiring. How do I make it last?
I am 73 years old and still employed full time. I will receive no retirement benefits when I leave my job except for a 401(k). My question is: what is the best way to handle this 401(k) without losing...
The Only 401(k) Savers Who Didn’t Lose Money in The Past Year
The only workers whose 401(k) balances grew in 2022 were the Gen Z savers still decades away from retirement, according to new data from Fidelity Investments. While the average nest egg among Fidelit...
Artificial Intelligence Applications In Investing
Getty Images Key takeaways Companies are bringing the power of artificial intelligence to investing with products like Q.ai, which uses AI to research securities, select them for Investment Kits and w...
The 20 worst U.S. stocks in February: the biggest loser dropped 35%
Updated with month-end prices. The euphoria of January reversed in February, with broad declines for stocks across the board as interest rates continued to rise. Bond interest rates are more attractiv...