Stock Surge Validates AT&T’s Move to Spin, not Split, Stake in Warner Bros.

Text size AT&T’s spinoff appears to be popular with its legions of retail investors. Chris DELMAS / AFP / Getty Images The 7% gain in AT&T shares Monday offers some validation for the co...

How to Handle the Taxes on the AT&T Spinoff of Warner Bros.

Text size The Warner Bros. Studios in Burbank, Calif. AT&T shareholders have received a 0.242 share of Warner Bros. Discovery for each AT&T share. Photographer: Bing Guan/Bloomberg Bing Guan/B...

Opinion: The best retirement investment strategy Generation Z can learn from boomers

Generation Z will soon surpass millennials as the most populous generation on earth, with more than a third of the world’s population counting themselves as Gen Z. And this group is motivated to retir...

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...

Want to Add Crypto to Your Retirement Portfolio? Here’s How, and What to Consider.

With many cryptocurrencies surging last year as the overall market surpassed $3 trillion in value, a growing number of retirement savers are looking for ways to tap into the potential. Before joining ...

Missed the Dip in Stocks? Where to Find Yields of 3% to 6%.

I sneezed, and missed the buying opportunity in stocks. The S&P 500 was down 13% at one point this year. It ended the first quarter with a loss of just 4.6%, including dividends. But all of the ba...

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 ...

Home Builders Are the Cheapest Stocks Around. Is It Time to Buy?

Construction workers on a Toll Brothers home in Boca Raton, Fla. Toll and other home builders currently trade near book value. Joe Raedle/Getty Images Text size The housing market is still robust, but...

Is the Housing Market Going to Crash? With Rising Mortgage Rates and Sky-high Home Prices, First-Time Buyers Are Being Locked Out

When Kellie Stofko and her fiancé, Liam McRae, started house hunting last August, it was with the vision of trading their 800-square-foot Atlanta apartment for a roomier home of their own in time for ...

What’s Holding Back Actively Managed ETFs

Text size Dreamstime Fidelity and T. Rowe Price run some excellent actively managed mutual funds. Chances are you will never see them in ETF form. Many new active exchange-traded funds have launched s...

Opinion: Russia just made a case for owning gold—and nobody noticed

Here’s a strong argument for adding some gold bullion to your retirement portfolio right now, alongside those stocks and bonds. And it comes courtesy of Pavel Zavalny, the head of the Russian parliame...

Opinion: The economy is in much better shape than the headlines would tell you

Inflation is through the roof. There’s an oil crisis. A looming food crisis. You name it. War is raging in Europe. Russia’s president is starting to sound unhinged. And headlines are now linking him w...

Opinion: How ‘washed up…old man’ Warren Buffett is getting the last laugh

Poor old Warren Buffett. Poor, old, “washed up” Warren Buffett! It’s almost two years since the Berkshire Hathaway chairman, then 89, was publicly mocked by 40-something self-proclaimed stock market “...

Deere, Hershey and More Stocks to Buy to Combat Food Inflation

The highest inflation in decades is hitting consumers and rippling through the food industry, from farm equipment to packaged food, grocers, and restaurants. At-home food costs climbed 8.6% and out-of...

Food Costs Are Rising. Here Are the Stocks to Buy.

The highest inflation in decades is hitting consumers and rippling through the food industry, from farm equipment to packaged food, grocers, and restaurants. At-home food costs climbed 8.6% and out-of...

More than 70% of savers are worried that inflation will affect their ability to retire

Inflation just hit its highest level in 40 years. Future inflation expectations have risen by a third in 12 months. And the federal government’s own “inflation protected” bonds, which were designed to...

Opinion: Top investors dump stocks — why that might mean you should buy

Well, here’s some cheerful news for all of us with a retirement portfolio: The geniuses running the world’s biggest investment funds have panicked and have bailed out of the market. If that’s not a go...

6 Dividend Growth Stocks That Beat Commodities for Fighting Inflation

Text size Verizon Communications has a towering yield of 4.8%. David Paul Morris/Bloomberg Is there such a thing as a meme metal? Humble nickel, used mainly to make stainless steel more workable, rece...

Scared of investing during the Ukraine invasion? Try this IRA maneuver

Moe, Larry and Curly have been watching stock markets plunge in the past two weeks in response to the Ukraine invasion. Each wants to invest, say, $100,000 in European stocks—for example through Vangu...

Opinion: This market-timing model says you probably have too much money in stocks

If you follow a traditional 60%/40% stock-bond portfolio allocation, you currently should be just 38% invested in equities — 63% of 60%. If your target equity allocation instead is 80%, you should cur...

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...

Here Are the 10 Highest-Yielding S&P 500 Stocks

High dividend yields are a nice offset to inflation, now running at more than 7%, the highest rate in four decades. Barron’s screened the S&P 500 for the 10 highest-yielding stocks based on data f...

It’s time to get rid of Social Security’s not-so-hidden tax

End the Social Security double tax Now comes the news that about half of Social Security beneficiaries expect to be taxed on their benefits this year. So reports The Senior Citizens League, a group th...

Warren Buffett Lieutenant Ted Weschler Makes a Big Score on Dillard’s

Text size Ted Weschler, portfolio manager for Berkshire Hathaway. Photograph by Daniel Acker/Bloomberg Ted Weschler, an investment lieutenant for Warren Buffett, sold out of a hugely successful invest...

6 Stocks for a 2022 of Higher Interest Rates and Slower Earnings Growth

Don’t let inflation fears dominate your investment thoughts. Save time to worry about earnings growth, too. Below, some statistical bellyaching and portfolio defeatism, plus one Wall Street bank’s top...

Morgan Stanley Wants to Educate Investors on Ethereum

It’s not often that one of the major wirehouses tells clients to pay attention to cryptocurrencies, so when Morgan Stanley Wealth Management introduces a 20-page primer on the cryptocurrency Ether, it...

Inflation is at a 40-year high. 10 tips from the pros on how to invest and save

Inflation is high. Here’s what money pros say to do about that. Getty Images/iStockphoto On Thursday, the Labor Department released the latest consumer price index data, which revealed that the rate o...

Opinion: How to profit from your losses on those ‘Cathie Wood’ stocks

Americans have lost billions of dollars from their retirement funds in the past year as some of the most popular recent investments have come crashing down to earth. As our chart above shows, many of ...

5 popular financial rules you might want to ditch

Traditional financial advice like the kind you got from your parents is often true but even experienced investors might rely on maxims that are outdated and no longer serving your financial well-being...

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...

Cathie Wood Is Sticking With ARK’s “Super Growth” Stocks–and Avoiding the FAANGs

Opinions on Cathie Wood run strong. “She knows nothing more than anyone else,” one reader all-capped me in an email this past week. I think value investors have been waiting so long for a momentum-sto...

Opinion: ARK investors have lost $4 billion — ‘We believe we’re going to see the turn sooner rather than later,’ Cathie Wood says

Four billion dollars would provide for a lot of retirements. It would, for example, pay for about 80,000 of these popular recreational vehicles. Or about 40,000 of these popular boats. Or, more prosai...