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Changing tax rates, steady inflation, and higher interest rates — put them together, and this might be a good time to consider the real return on your investments. As an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the value of...
Maintaining an appropriate balance of stocks and bonds is one of the most fundamental concepts in constructing an investment portfolio. Stocks provide greater growth potential with higher risk and relatively low income; bonds tend to be more stable, with modest potential for growth and income....
Some business owners don’t think about succession possibilities or when they might retire, because they love running their companies and don’t want to stop any time soon. But unfortunately, about half of retirees must stop working earlier than expected, often due to health problems or...
After an unusually calm year in 2017, the stock market turned unusually volatile in 2018. How volatile was it? Consider this: In 2017, the S&P 500 had only eight days when the index closed with a rise or fall of 1% or more from the...
Sustainable, responsible, and impact (SRI) investing — also called socially responsible investing — has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets reached $12 trillion in 2018, 38% more than in 2016. SRI investments now...
Bonds can be a tricky investment when interest rates are rising, as they have been for the last few years. The value of bonds sold on the secondary market typically falls as rates rise, because investors can buy new bonds with higher yields. (The reverse...
Everyone faces challenges, and some challenges require more cash than you have readily available. If you find yourself in that position, you might eye your 401(k) balance and consider using those funds to meet your present needs. That’s a natural response, but it’s usually not...
First available in 2006, the Roth 401(k) is a relative newcomer to the retirement savings world, and employers were slow to adopt it. That has changed in recent years. A 2017 survey found that seven out of 10 large and mid-size employers with defined contribution...