When retirement is a month away, here’s what you need to do

When retirement is coming up close—and you have that exciting date in mind—make sure you have everything organized to make it a seamless, enjoyable transition.  Retirement Tip of the Week: Before you ...

Should You Retire Early to Get a Larger Lump Sum on Your Pension?

The math on when and how to retire is shifting for millions of workers with pension plans. Blame the steep rise in interest rates. When workers retire with a pension, many are given a choice between r...

Cash key for Chevron and Exxon Mobil as Truist raises stock price targets

Chevron Corp. and Exxon Mobil Corp.’s strong cash positions have prompted Truist Securities to raise its price targets for the oil and gas giants, as the stocks of both companies rallied toward fresh ...

Opinion: This seasonal investing strategy is 100% accurate in the past 35 years — here are this year’s stocks to consider buying

As October winds down, it’s time to apply a tactic that’s as close to a “sure winner” as you’ll ever find in the stock market: Shop for stock bargains created by tax-loss selling. Mutual funds have un...

5 Emerging Market ETFs That Limit China Investments

Chinese President Xi Jinping’s unprecedented third term as head of the ruling Communist Party rattled investors who see his stacking of loyalists as less than friendly to markets. Some China-focused e...

Chinese Stocks Look Cheap. But Bargain Hunters Risk Losing Big.

Thirty years ago this past week, Eaton Vance launched a U.S. mutual fund for investing in China. I remember the wholesaler’s sandwiches. A mutual fund wholesaler, if you’re unfamiliar with the term, i...

As China-U.S. Relations Cool, Reshoring Heats Up. Honeywell and Other Stocks That Should Benefit.

The gulf between the U.S. and China is widening, which could be good news for stocks benefiting from the reshoring of industries that migrated over the past 40 years. If President Xi Jinping’s consoli...

Will the stock market be higher in 12 months? Here are the odds.

Odds are good the stock market will be higher in 12 months’ time. The probabilities are two out of three, in fact. These odds are not based on any privileged insight into whether the economy will expe...

Why retirement calculators fail the people who need them most — and what to do about it

Or were you so overwhelmed by the steps and questions that you only increased the amount you were saving by a little bit — or not at all? If you fall into the latter category, don’t feel bad. A new st...

Opinion: A seasonal stock market trade that tends to be reliable begins Thursday

The stock market has broken through technical resistance, and as a result the rally is trying to extend itself. Specifically, the S&P 500’s SPX, +2.46% close above 3800 points was a strong technic...

Small-Cap Stocks Have Rarely Been So Depressed. 7 to Buy Now.

Longtime investor Nicholas F. Galluccio has seen his fair share of market turmoil, but one thing has remained constant over nearly four decades: a focus on finding small stocks with big prospects. Gal...

Why I don’t want I-bonds

There’s been such a rush to buy “I-bonds,” inflation-protected bonds from the U.S. government, that the TreasuryDirect website crashed. I-bonds have been one of the hottest investments of the year. Pe...

Another jumbo Fed rate hike is expected next week — and then life gets difficult for Powell

First the easy part. Economists widely expect Federal Reserve monetary-policy makers to approve a fourth straight jumbo interest-rate rise at its meeting next week. A hike of three-quarters of a perce...

Municipal bond yields are attractive now — here’s how to figure out if they are right for you

This has been an unusual year for financial markets, with stocks and bonds falling in tandem. For bonds, the declines mean yields have become viable again for income investors who over the previous de...

‘We are facing a retirement crisis in our country,’ says head of TIAA, as ‘40% of Americans run the risk of running out of money’

“ ‘We are facing a retirement crisis in our country’” — Thasunda Brown Duckett, president and CEO of TIAA That’s CEO of TIAA Thasunda Brown Duckett, who oversees some $1.2 trillion of retirement asset...

Opinion: There’s a rush to buy I-bonds to lock in a high yield, but there may be an even better deal next week

It’s hard to imagine that there could be a better deal for parking up to $10,000 in savings than Series I bonds, at this very moment. The 9.62% yield is top-notch, and you can count the hours before i...

Americans think they need $1.25 million to retire. Is that even enough?

Americans think they need $1.25 million to retire comfortably, new research suggests, but while that number may seem hefty — it still may not be enough. A study from Northwestern Mutual released this ...

Prometheum ATS Introduces SEC-Regulated Platform For Trading Digital Asset Securities

– Advertisement –   Prometheum Ember ATS has launched its alternative trading system platform to provide trading services to investors under an SEC-regulated atmosphere. Despite the regula...

20-year-old investor who made $110 million on a meme stock is now pushing for change at psychedelics company MindMed

The 20-year-old investor who found fame this year when he made $110 million trading shares of troubled retailer Bed Bath & Beyond Inc. BBBY, -5.48%, has turned activist shareholder and is pushing ...

Prometheum Launches SEC Registered Market for Digital Asset Securities

Prometheum’s Alternative Trading System enables institutions to trade digital asset securities under Federal Securities Laws NEW YORK–(BUSINESS WIRE)–Prometheum Ember ATS (“Prometheum ATS”), a FINRA a...

Mobileye Prices IPO At $21, Just Above the Expected Range

Mobileye Global priced its initial public offering at $21 a share late Tuesday, raising about $800 million. The offering values the maker of self-driving car systems at about $17 billion. The $21 deal...

Young investors can retire rich—or super rich — by following these steps

Real life provides us with literally millions of individual financial scenarios, making it hard to dish out blanket investment advice. But if you’re in your early or mid 20s, you have a golden opportu...

This Isn’t the Bottom and Recession Isn’t Priced In, Goldman Says

Markets haven’t priced in a recession, according to analysts at Goldman Sachs Equities and credit markets are pricing in a lower risk of recession than rates and currency traders, though no asset clas...

Mobileye prices IPO above targeted range to raise nearly $1 billion, and most of it will go to Intel

Mobileye Global Inc. priced its initial public offering higher than its targeted range late Tuesday to raise nearly $1 billion, most of which will go to Intel Corp. Mobileye priced its initial public ...

How bad could it get for your 401(k)?

Probably the best argument for investing some more of our 401(k)s in the stock market right now is all the people telling us not to. As a general rule, it’s been a good time to be bullish when so many...

Chinese Stocks Are a Screaming Bargain. Don’t Buy Them.

Another brutal selloff for China’s tech champions presents U.S. investors with a dangerous bargain. Shares like Alibaba are deeply discounted compared with their U.S. counterparts. But “shares” might ...

What to do with your cash if you’re retired or retiring soon

The saying goes, “cash is king,” but having a plan for how to make the most of it during a high-inflation environment is still the best strategy – especially for retirees and near-retirees.  Read: Inf...

Why investors are fleeing Chinese assets as Xi tightens grip on power

China’s top leader, Xi Jinping, secured a groundbreaking third leadership term on Sunday and introduced a new Politburo Standing Committee stacked with loyalists in a clean sweep not seen since the er...

Yellen Flags Potential for Buybacks of Treasury Securities

(Bloomberg) — Treasury Secretary Janet Yellen flagged the potential for buybacks of certain US government securities, after her department quizzed market participants on the potential for the ma...

Opinion: Stock market bulls have a new story to sell you. Don’t believe them — they’re just in the ‘bargaining’ stage of grief

Might the bear market’s losses at its recent low have gotten so bad that it was actually good news? Some eager stock bulls I monitor are advancing this convoluted rationale. The outline of their argum...

Opinion: The limit for 401(k) contributions will jump nearly 10% in 2023, but it’s not always a good idea to max out retirement investing

The federal government will allow you to save nearly 10% more for retirement in 2023. But it’s not likely that many will take advantage of the tax break. The simple reason: Most people don’t make enou...

‘From Bambi to Godzilla.’ Strategist David Rosenberg skewers the Federal Reserve as he sees a 30% hit to home prices and the S&P 500 returning to an early 2020 low

The last time David Rosenberg shared his outlook for the U.S. stock market and the economy with MarketWatch, in late May, it was depressing enough. Rosenberg is the widely followed president and chief...