Lately, some of Vanguard’s most loyal long-term investors have been getting letters and emails that state: “If you choose to remain on the mutual fund-only platform after September 30, 2022, you’ll be...
Tag: research services
9 ways the Inflation Reduction Act affects Medicare coverage, and what it means for you
Major changes to prescription drug affordability for more than 50 million beneficiaries enrolled in Medicare Part D are likely on the way because of a new law. The Inflation Reduction Act “finally del...
The World’s Largest Hedge Fund Sold 5 Chinese Stocks. Here’s Why.
Text size Bridgewater Associates no longer owned stock in Alibaba Group Holding as of June 30, according to a regulatory filing. Alibaba’s headquarters in Hangzhou, China, is pictured above. STR...
How to feel rich and get more out of life
This article is reprinted by permission from NerdWallet. The investing information provided on this page is for educational purposes only. NerdWallet does not offer advisory or brokerage services, nor...
‘The real mortgage rate is a negative number.’ As inflation stubbornly sits at a 40-year high, do current mortgage rates look better than they seem?
What is the so-called ‘real mortgage rate’ and does it matter? Getty Images/iStockphoto I write about mortgage rates every week, but recently, I’ve heard some sources chattering about what’s called th...
‘I have watched my accounts drop by 22%.’ My financial adviser has usually ‘done well’ but now it feels like he’s not making enough adjustments in this tough market given that I’m losing ‘large chunks’ of money. What’s my move?
How to know if your financial adviser is doing a good job. Getty Images/iStockphoto Question: I have had a financial advisor with a national firm for more than a decade. We have done well and his fee...
‘It has me questioning if we are in the right relationship.’ Our financial adviser is a ‘top performer’ but she costs well over $20K a year — even when we lose money. Should we get a new one?
How to know if your financial adviser is worth the money. Getty Images/iStockphoto Question: After our first financial adviser retired, we picked a new one recommended by her to continue our relations...
Dow books biggest drop in more than two weeks after report about Apple’s plans to slow hiring, spending
U.S. stocks gave up early gains to finish lower on Monday, after Bloomberg reported that Apple Inc. plans to slow hiring and spending growth in some divisions next year in anticipation of a potential ...
‘How much would I end up spending?’ I’ve got $10 million in assets, and am thinking about hiring a financial adviser. How much will this really cost me though?
Are you paying your financial adviser in the right way? Getty Images/iStockphoto Question: What is an appropriate wealth management rate? I’d have assets under management of $10 million, and I’m assum...
Vanguard to Pay Massachusetts Investors Millions Over Target-Date Fund Tax Hit
Vanguard will pay $6.25 million as part of settlement with Massachusetts’ state securities regulator over allegations that changes it made to certain target-date funds stuck investors with unexpectedl...
My financial adviser mostly opts for index funds. Is he worth what I pay him?
Is your financial adviser worth the money you pay them? Getty Images/iStockphoto Question: If a manager is just putting my money into index funds that track the market, are they actually doing anythin...
Borrowers are on edge—will Biden cancel student debt or not? Here’s what’s going on.
The “he” is, of course, President Joe Biden. Some 43 million borrowers are hanging onto hope that Biden will take executive action to relieve at least some of their collective $1.7 trillion debt. Rumo...
SOX semiconductor index could double over the next couple of years, analyst says
Despite potential for further downside, semiconductor stocks could rebound significantly over the next couple of years, according to Columbia Threadneedle Senior Equity Analyst Dave Egan. Semi stocks ...
Vanguard Sues UHNW Advisor Over Alleged Client Solicitation
The Vanguard Group is suing one of its former ultrahigh-net-worth financial advisors for allegedly violating a one-year nonsolicitation agreement he signed while an employee. The financial services gi...
Stock investors are still in danger, but history says bear markets are relatively brief
I have no idea how long the bear market on Wall Street will last, or how far down the major averages will go. But I do know what won’t help you forecast the bear market’s severity: valuation. Bear mar...
Opinion: ‘The stock market is not going to zero’: How this individual investor with 70 years of experience is trading the bear market
Not many investors can claim a lifetime of stock-market success. Warren Buffett of Berkshire Hathaway BRK.A, -1.94% BRK.B, -1.39% comes to mind, of course, but what about Warren Kaplan? Who? Kaplan is...
Retirees on edge over inflation and stock volatility can take these 5 steps
If you’re like many retirees, the combination of inflation and stock market volatility may set you on edge. “It is one of the higher risk environments for retirees,” says certified financial planner J...
Investors may be in for this rude surprise: History shows inflation can take years to return to normal even when Fed hikes above 10%
History can be a powerful tool, particularly in a high-inflation environment like this one in which no suitable economic model seems to apply. Inflation — running at 8.3% as of April, near a four-deca...
I’ve found that a financial adviser can cost $5,000 a year. Is it worth it?
What might a financial planner charge you and is it worth it? Getty Images/iStockphoto The other day a reader wrote into us making a good point: She wanted us to give people a more in-depth look at wh...
Ray Dalio says ‘cash is still trash’…but stocks are trashier
It wouldn’t be Davos week without a CNBC exclusive interview with Bridgewater Associates’ Ray Dalio, the founder of the world’s largest hedge fund by assets under management and one of the most closel...
Conditions Are Ripe for a Deep Bear Market
With the S&P 500 briefly on Friday down 20% from its January peak, it is very tempting to start trying to call the end of the selloff. The problem is that only one of the conditions for a rally is...
Cathie Wood’s Ark Bought More Roku Stock. This Analyst Sees 24% Downside.
Text size Cathie Wood of ARK Invest has Roku as one of the biggest investments in her funds. Eva Marie Uzcategui/Bloomberg Roku’s earnings report last week sent shares into a free fall, but Cathie Woo...