A Fidelity Fund Misses Out on Soaring Bank Stocks
The Fidelity International Growth Fund has outperformed over the long term, but its lagging exposure to bank stocks has weighed […]
A Fidelity Fund Misses Out on Soaring Bank Stocks Read Post »
I’m 70 and have $2.6 million for retirement. Is 80% in equities too risky?
“We have been living primarily off my pensions, but plan on big family trips soon.”
I’m 70 and have $2.6 million for retirement. Is 80% in equities too risky? Read Post »
The companies where investors have the highest hopes and dreams have some predictable, and surprising, results
The hopes-and-dreams methodology shows that something has changed over the last decade and a half — and that U.S. valuations
It’s time to face the truth: American consumers have been gloomy for quite some time
One day, we have swagger. The next day, we’re cautious. Then we’re thrifty again.
It’s time to face the truth: American consumers have been gloomy for quite some time Read Post »
After my father died, my stepsister transferred assets into her name. Do I have any legal recourse?
“Since my dad died, I’ve been able to get just one box of personal mementos and some family possessions.”
The worst decade ever for government bonds, just got worse again.
Bond markets across the world remain under pressure,.
The worst decade ever for government bonds, just got worse again. Read Post »
More Than Money: The Hidden Toll of Financial Abuse of Older Adults
Financial abuse from schemes involving tech support, government impostors, false sweepstakes, grandchild hoaxes and online shopping issues can cause thousands
More Than Money: The Hidden Toll of Financial Abuse of Older Adults Read Post »
I’m a Financial Planner: Here Are Three High-Impact Ways to Make a Difference With Your Dollars
The world often feels out of control, but here are three ways to use your money — through investments, charitable