Elon Musk admits his Twitter investment isn’t passive and reveals that he began buying the stock in January

Elon Musk filed a new disclosure on his Twitter Inc. stake with the Securities and Exchange Commission on Tuesday, admitting that he invested in the company with the goal of effecting change and that ...

U.S. Treasury bars Russia payments in dollars from US accounts

The U.S. Treasury Department will not allow any Russian government debt payments from accounts at U.S. financial institutions to be made in U.S. dollars, restricting one of the strategies President Vl...

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...

A big shift is under way for markets, and old Warren Buffett shareholder letters point to which companies will survive

Given a war and inflation have marked the start of 2022, investors would be forgiven for holding their breath over the rest of the year’s offerings. Our call of the day from a team at Saxo Bank sees a...

I have 4 degrees and owe $197K in student loans. What should I do?

How to get out of student loan debt Getty Images/iStockphoto Question: I am 55 and a mental health therapist.  I have $197,000 in student loans that were for four degrees, plus some in Parent Plus loa...

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...

Want to Unload That Investment Property? What Advisors Recommend.

With valuations high and many boomers gearing up for or entering retirement, many investment property holders could be rethinking their strategy around real estate ownership. It’s a big issue for many...

Ukraine war, inflation and need for higher interest rates creating ‘unprecedented’ situation, says Jamie Dimon

JPMorgan Chase & Co. CEO Jamie Dimon said the Western world faces “challenges at every turn” but the U.S. economy remains strong, according to his annual letter to shareholders. JPMorgan’s JPM, +0...

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 ...

CEO of Robinhood rival shines fresh light on what retail investors are doing. Wall Street needs to pay attention.

From the start of the COVID-19 pandemic two years ago, a newish crowd of retail investors emerged, pouring extra cash into equity markets and steering Wall Street into places they never dreamed, such ...

4 economists and real estate pros on exactly when mortgage rates will hit 5%

Pros expect that higher mortgage rates will cool the housing boom somewhat. Getty Images/iStockphoto If mortgage rates continue on their current trajectory, some experts predict 30-year fixed rates co...

Here’s how much a 40-year mortgage would save you each month vs. a 30-year loan. And the ultimate cost.

The U.S. home-financing market has been dominated by the 30-year fixed-rate mortgage loan for decades. Now some key players in the U.S. housing market think it is time to give home buyers the option o...

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...

A Mom Who Died Still Needs Taxes Filed. Here’s How to Handle the Tricky Process

Dreamstime.com Text size Have a question about saving for retirement or your personal financial situation? Whatever the question, Barron’s Retirement can try to help. Email [email protected], and...

My wife and I have $750,000 in savings and earn over $144,000 a year. Can we afford to spend $5,000 per month on housing?

Financial advisers recommend spending no more than 30% of take-home pay on housing. I have always lived by this rule and now have $750,000 in cash savings. But now I need to make a big move. Is there ...

‘A plan to protect any excess cash is vital.’ As inflation sits at a 40-year high, here’s who has ‘too much’ in savings right now

Inflation may be your cash’s greatest enemy. Getty Images As inflation hits a 40-year high, you may be asking yourself if you actually have too much money in your traditional savings account. The answ...

Why we’re still confused about when to claim Social Security

When I started this series at the beginning of 2021, my husband and I were preparing ourselves for our “big” 65th birthdays in November and December. It was all straightforward. We made a list of thin...

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...

Russia war could further escalate auto prices and shortages

BMW has halted production at two German factories. Mercedes is slowing work at its assembly plants. Volkswagen, warning of production stoppages, is looking for alternative sources for parts. For more ...

Howard Schultz Is Back as Starbucks CEO. Here’s His To-Do List.

On Monday, Howard Schultz is expected to step into a familiar role—slated to lead a town hall meeting with employees of Starbucks Corp., the coffee chain he built into a neighborhood cafe across the w...

7 red flags that signal it may be time to dump your financial adviser

Getty Images/iStockphoto In these trying financial times, more Americans are leaning on financial advisers for money advice. While in 2020, 22% of Americans said a financial adviser was their most tru...

Defense Stocks Rose With the Ukraine War. Then a Tight Proposed Budget Set Them Back.

Elias Stein Text size Defense stocks took a surprising blow after a proposed defense budget was released last week. The Biden administration asked Congress for $773 billion to fund defense for fiscal ...

The Investor Who’s Sticking With Russia

Russian stocks crashed after Vladimir Putin waged war on Ukraine. That’s when David Amaryan started buying. Investors were dumping anything Russian, and the hedge-fund manager was happy to take the ot...

How Starbucks Changed Under Departing CEO Kevin Johnson

The chief executive officer of Starbucks Corp. is stepping down Monday, after half a decade running the world’s largest coffee chain. Kevin Johnson oversaw a period of growth followed by a volatile co...

Tesla Deliveries Rose in Quarter Elon Musk Calls Exceptionally Difficult

Tesla Inc. vehicle deliveries rose in the first quarter, but missed Wall Street expectations as the company struggled with global supply-chain disruptions and a brief Covid-19 shutdown at its Shanghai...

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 ...

Is a yield curve inversion a foreboding sign for mortgage rates? Does it really signal a recession? Economists weigh in.

For a moment this week, the bond market flashed a signal that some associate with impending recessions. Home buyers need not worry just yet, according to economists. On Friday, the 2-year rate, which ...

Oil futures suffer biggest weekly percentage decline in nearly 2 years

Oil futures ended lower Friday, with prices posting their largest one-week percentage loss in nearly two years. Prices declined on the back of the largest-ever release from U.S. crude reserves and new...

Airline Stocks Have Soared. Here’s What Happens Next.

Text size An American Airlines flight Daniel Slim/AFP/Getty Images Airline stocks have surged as the price of oil has declined. More gains for the airlines will be hard to come by in the short-term.  ...

Mortgage delinquencies rose for the first time in 9 months. What does that mean?

More homeowners are late on their mortgage payments. What does that mean? Getty Images/iStockphoto Mortgage delinquencies are on the rise. Indeed, in February, the national delinquency rate rose for t...

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...

Opinion: This simple change in words can dramatically increase retirement savings

In today’s increasingly complex financial world, individuals are faced with many competing financial priorities — from student debt to emergency healthcare expenses, just to name a few. As a result, n...