A 66-year-old business owner running an S-corporation for decades is planning his exit. A buyer is circling, and he expects the sale to fund retirement. When it came time for him to request his…
A $750,000 portfolio and a $4,000 monthly income target look like a clean equation, and they are: $48,000 divided by $750,000 equals 6.4%. The trick is that 6.4% is an awkward number. It sits…
Former St. Louis Fed President Jim Bullard, now Dean of the Mitch Daniels School of Business at Purdue University, believes the Federal Reserve is likely to resume tightening later this year despite a likely…
An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29% in the…
Thirty years is a long time to live without a paycheck. If you retire at 62 and celebrate your 92nd birthday, your portfolio needs to fund groceries, property taxes, insurance premiums, and the occasional…
Two thousand dollars a month is the number you carry around in your head as the difference between a comfortable retirement and a stressful one. The catch is you want the check to arrive…
A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July…
You’re approaching retirement and have $300,000 parked in a savings account or a checking account earning close to nothing, while your bank’s own website advertises a 1.65% average on a 12-month CD. Meanwhile, the…
The JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) has become the default monthly paycheck for Nasdaq-100 investors who want income without abandoning megacap tech. Despite the headline calling it an ETN, JEPQ is an…
On CNBC’s Squawk Box on Monday morning, correspondent Sharon Epperson framed the importance of the newly launched federal savings vehicle: “Kids are the owners of Trump Accounts.” This new program gives children a meaningful…
Robert Greifeld, who was NASDAQ’s CEO from 2003 to 2017, used a July 6, 2026, CNBC interview to flag what he calls the largest lockup expiration in the history of U.S. capital markets. His…
Fundstrat’s Tom Lee laid out a roadmap for where he saw the market going for the rest of the year on a CNBC Squawk Box interview on July 6, 2026, arguing the S&P 500…
Bitcoin’s slide has tested even the most patient bulls, and Fundstrat’s Tom Lee recently appeared on CNBC on Monday morning to argue that Bitcoin’s long-term story remains intact. His viewpoint is that Bitcoin has…
Yes, an online bank is as safe as a branch bank when it carries Federal Deposit Insurance Corporation coverage. The FDIC does not care whether you opened your account by walking into a lobby…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) looks mispriced, and the discomfort is the whole point. The company is cutting roughly 4,800 jobs, about 2.1% of its workforce, while telling investors it will spend roughly…
