‘Where should I live and what am I going to do?’ Retirement advice we’re not getting from financial advisers

Retirement is one of the Top 10 most stressful life events, according to the psychiatrists Thomas Holmes and Richard Rahe. As someone who recently began unretirement (or semiretirement), I concur. But...

Dealers are desperate to get their hands on your leased car—how you might make that pay off

That car you leased three years ago probably has become a cash cow. But deciding what to do with that equity — and what to drive next — has become confusing. Before the car market was turned upside do...

Investors Sue Vanguard After Target Date Funds’ Big Tax Bill

Three investors are suing Vanguard Group for alleged negligence and breach of fiduciary duty, saying that changes the company made to target date retirement funds resulted in “massive tax bills” for i...

This is the minimum amount of money you should have in savings, pros say

How much money should you have saved? Getty Images/iStockphoto You probably know the emergency fund ‘rule’ — save anywhere from 3-9 months of expenses to cover a potential unexpected expense. And whil...

Want to Buy a Retirement Retreat? Here Are Some Risks and Costs to Consider.

Dreamstime Text size For 35 years, financial planner Harold Evensky watched clients retreat regularly to vacation homes, enjoying serene beaches or mountains and the joy of family gatherings. And befo...

Whether or not a bottom is in, here’s what will ride to the stock market’s rescue over 12 months, one strategist forecasts

So, is this it? After the powerful 2.6% rebound for the S&P 500 SPX, -0.43% on Wednesday, is the bottom in? Arguing yes is Mark Newton, head of technical strategy at Fundstrat, who notes that whil...

The most expensive state for car insurance — plus what it costs in every state

One survey from NerdWallet finds that switching car insurance could save good drivers about $417 a year. Adobe Stock (New Africa) There’s no doubt that car insurance is expensive — NerdWallet reveals ...

How the Federal Reserve could cut its near $9 trillion balance sheet as it fights inflation

Slimming down might be the trickiest part after two years of the pandemic. As the Federal Reserve looks to shrink its near $9 trillion balance sheet to help cool U.S. inflation pegged at a 40-year hig...

‘I think we’re going to see some spectacular returns,’ says ARK’s Cathie Wood

“Given our expectations for growth in these new technologies, I think we’re going to see some spectacular returns.” That was the chief executive officer of ARK Invest, Cathie Wood, who gave an optimis...

Carl Icahn Slashes Stake in Occidental Petroleum

Text size These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity’s attaining more than 5% in any class of a company’s securities....

‘They all promise to help’ but no financial adviser seems to offer what I need. I have two 401ks, Roth accounts and real estate, and want a one-time plan for managing my money myself. Can you help?

Looking for a financial planner who works for a flat fee? Here’s some advice on how to do it. Getty Images Question: I have done a lot of research to find a fiduciary, but the bottom line is I have ye...

3 simple rules for cushioning yourself against inflation

This article is reprinted by permission from NerdWallet.  Inflation — the rise in consumer prices — is a slow erosion of your money over time. Before 2021, the U.S. hadn’t seen annual core inflation m...

Is Now the Time to Buy or Sell? 7 Stocks to Consider During Turbulent Times.

I asked two market strategists whether U.S. investors should buy stocks here despite the pall of war in Ukraine. One says definitely, and the other says to hold off. Both are convincing. This is why I...

Stock market faces the most ‘massive misallocation’ of ‘capital in the history of mankind,’ says ARK’s Cathie Wood

Cathie Wood, the star fund manager and chief executive of ARK Invest, took to CNBC to defend the woeful performance of the manager’s suite of disruptive innovation funds. Wood told the business networ...

Cathie Wood’s ARK Snaps Up Sea Stock After Reports India Bans Game

Text size Cathie Wood, chief executive officer and chief investment officer of ARK Investment Management LLC Alex Flynn/Bloomberg Sea Ltd. shares were rebounding Tuesday, after plunging on Monday foll...

Ray Dalio’s Bridgewater boosts its bets on China

The world’s biggest hedge fund boosted its bet on Chinese companies in the fourth quarter. The latest 13-F filing from Bridgewater Associates shows the firm boosted the number of shares it’s held in A...

Cathie Wood’s ARK Stays the Course, Betting Big on Innovation

Cathie Wood’s ARK Investment Management LLC is snapping up more shares of largely unprofitable companies, doubling down on a bet that many traders and investors expect to be tested this year by rising...

These 3 Funds Invest Like ARK But Didn’t Fall as Far

Just one year ago, the innovation-focused exchange-traded funds from Cathie Wood’s ARK Invest were some of the hottest on the market, thanks to their spectacular rise in 2020. Now, they’ve collapsed b...

Oil is the hottest sector, and Wall Street analysts see upside of up to 48% for favored stocks

Energy is the best-performing stock-market sector this year. Given today’s strong economic growth and inflation, many believe oil prices could remain at current levels for years or maybe even move hig...

This way of picking value stocks has actually worked — and Berkshire Hathaway screens the best

Amazon.com’s earnings surprise is the story of the day, pushing even the jobs report into second billing. More on that in a second. But the broader story of the markets is unchanged. Interest rates ar...

Cathie Wood’s ARK Faces Loyalty Test After Tech-Stock Rout

Cathie Wood says the high-risk stocks in the exchange-traded funds sold by ARK Investment Management LLC are so cheap that they will inevitably rise. A surprising number of investors are willing to gi...

Investor Bought Up Moderna and Nvidia Stock. It Sold Salesforce and Sirius XM.

Text size A large U.K.-based asset manager bought up Moderna and Nvidia stock in the fourth quarter. Clement Mahoudeau/AFP via Getty Images A large U.K.-based asset manager made big changes in its U.S...

Tesla Stock Sinks and Cathie Wood’s ARK Gets Back to Buying the Stock

Text size The inside of a Tesla Model 3. Nicolas Asfouri/AFP via Getty Images Exchange-traded funds under the umbrella of Cathie Wood’s ARK Investment purchased 33,482 shares of electric-vehicle compa...

Older Investors Have a Lot of Money in Stocks. How to Check if It’s Too Much.

A suddenly sliding stock market is sending a wake-up call to older Americans that maybe they shouldn’t invest like they used to. Many are likely to ignore that call. Thanks to a long bull market that ...

Kohl’s Stock Surges as Retailer Feels Pressure From 2 Possible Suitors

Text size Justin Sullivan/Getty Images Kohl’s shares surged more than 28% in premarket trading Monday following reports the retailer could be fielding takeover offers from two suitors. The Wall Street...

Starboard-Backed Acacia Research Makes $9 Billion Bid for Kohl’s. What to Know.

Text size Photo by Bruce Bennett/Getty Images Activist hedge fund Starboard Value is behind a group that made a $9 billion bid for department-store operator Kohl’s , according to a report. The bidding...

How a Russian invasion of Ukraine could trigger market shock waves

The threat of a devastating European ground war hasn’t done much to rattle financial markets so far, but investors still appear likely to snap up traditional safe-haven assets should Russia attack Ukr...

The Huge Tax Bills That Came Out of Nowhere at Vanguard

It’s easy for a small investor to make big mistakes. It would be even easier for giant investment firms to help prevent them—but, sadly, the asset-management industry seems to have other priorities. J...

Brace for a volatile 2022, but cling to this tech stalwart when the storm comes, says investment adviser

The pain is piling up for equity investors after the long U.S. holiday weekend, with bond yields at levels not seen since early 2020, and oil prices tapping 2014 highs. The pace of Federal Reserve mon...

How to buy a car from the factory and save money

With vehicles in short supply at the dealership, more shoppers are ordering cars from the factory. In return for a wait of a few weeks — or months — you get exactly what you want. In the current marke...

Cathie Wood is expecting a ‘bloodbath’ in this segment of the market: ‘autos are one example of…many disturbances out there in the world order’ 

Cathie Wood, the star fund manager and chief executive of ARK Invest, in a Tuesday monthly market update said that the used car market is where she is expecting possible losses after a surge in values...