The AARP name has become a marketing juggernaut among baby boomers, with the group’s nearly 38 million members receiving offers for AARP-branded health, life and auto insurance, and discounts on cellp...
Tag: journal reports
Are Stocks Undervalued Yet? – WSJ
Everyone wants to know when the stock market, after its recent declines, will be a good value again. The sobering news is that even at its lowest point in mid-May, the S&P 500 index wasn’t even cl...
U.S.-Stock Funds Avoided the Bear
That was a lot of angst, but not much result. Last month was a good example of the old advice that long-term investors should avoid worrying about day-to-day moves in the market. Stocks slid for most ...
The Best Retirement Spending Advice From Our Readers
Regarding “rules” for budgeting in retirement, I set aside $100,000 in what I call my “Stuff Happens” account. It’s designed to get me through five years of unexpected and one-time expenses. My buddie...
15 Ways Consumers Can Deal With—and Even Benefit From—Rising Inflation
We are feeling the squeeze everywhere—from the groceries we buy to the gas we pump into cars. Inflation stood at 8.3% in April, remaining close to a four-decade high of 8.5% reached in March from the ...
Series I Savings Bonds: What Readers Want to Know
A popular investment backed by the U.S. government recently became even more attractive, especially for tax-smart investors who are worried about inflation. I wrote about the tax advantages and other ...
Proposed IRS Rule Could Penalize Some Heirs of Retirement Accounts
Proposed new regulations from the Internal Revenue Service for inherited retirement accounts would require many heirs to make minimum annual withdrawals from the accounts—leaving less room for the sav...
Value Investing Is Back. But How Do You Choose the Right ETF?
Value investing is coming back. Over the past decade, growth stocks have outpaced value shares, which usually have lots of tangible assets relative to their market value. In those 10 years, the S&...
As the Fed Raises Interest Rates, and Other Central Banks Don’t, What Will That Mean for U.S. Stocks?
The Federal Reserve’s recent decision to begin raising interest rates stands in contrast to many other central banks around the world, which are keeping their baseline interest rates flat or lowering ...
The Tax Advantages of Series I Savings Bonds
At first glance, a stodgy, government-guaranteed investment may not seem like the most thrilling investment idea. But for many investors that’s exactly what U.S. Treasury Series “I” savings bonds are ...
Investors Flock to Savings Bonds for Protection Against Inflation
As inflation rises, another low-risk investment is getting more attention: the tried-and-true Series I savings bond known as inflation or I bonds. These federally guaranteed instruments currently hav...
Treasury Inflation-Protected Securities: What Investors Should Know About TIPS
TIPS have suddenly moved to center stage for investors, as the surge in inflation has drawn new interest in Treasury inflation-protected securities. But how much do investors really know about these s...
Why Medicare Surcharges Can Shock Retirees
I would like to see you write, and warn your readers, about Medicare surcharges. I was insufficiently aware of the impacts. Perhaps you can cushion the shock for others. “Shock,” often, is the right w...
Can Energy Stocks Stay Hot in 2022?
By most measures, 2021 was a good year to be an energy investor. According to research firm Morningstar Inc., energy outperformed every other funds sector, and asset flows into these funds grew a net ...