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Even though there's not a way to predict who might face the next wave of layoffs, advisors can help clients prepare their finances.
April 10 -
A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.
April 7 -
Taxable bond exchange-traded funds have drawn floods of cash ever since two banks collapsed in March and deepened fears of an economic downturn.
April 4 -
The stalwart allocation has a logic to it, but its simplicity hides two significant problems.
March 15
GenTrust -
Two porcine pals, two investment styles, two very different outcomes.
March 7
Johnson Financial Group -
Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.
February 16 -
Congress is gearing up for another debt war, and the collateral damage could include Social Security, Medicare and the stock market.
January 31 -
A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.
January 24 -
Despite a down 2022, these funds were the best over the last decade.
January 15 -
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Some household-name retailers got slammed. They weren't the only ones.
January 8 -
Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.
January 4 -
There are some signs of relief that may set up savers for higher future returns, particularly in the bond market.
December 21 -
A new Morningstar report says seniors can safely withdraw up to 3.8% of their nest eggs in their first year of retirement — up from 3.3% last year.
December 13 -
As interest rates rose and stocks fell over the summer, Americans saw their wealth decline.
December 12 -
Bonds are back for high net worth investors.
December 9 -
As basic necessities get more expensive, some Americans are treating stocks as a luxury they can't afford.
November 21 -
Good news awaits investors once the Fed gets rising consumer prices under control.
November 11 -
Research shows that the classic allocation reached its most expensive level in almost five decades during the COVID-19 rally. The situation has reversed in 2022.
October 21 -
Returning cash to shareholders stops companies from doing stupid things with their money. The new 1% levy could open the door to more buyback taxes, and more foolish spending by companies.
August 17

















