Year: 2026

All Year: 2026 Articles

Newest first · Page 833

A man in a dark suit presents in a modern, glass-walled boardroom. On a large display screen behind him, a chart illustrates investment returns, comparing 'Complicated Portfolios' (Hedge Funds, Private Equity, Real Estate, with abstract tangled lines and a red downward trend line) to a 'Simple 60/40 Index' (60% Stocks, 40% Bonds, with a blue and green bar graph showing higher returns). Five executives, also in business attire, are seated at a long dark wooden table, attentively listening. Through the expansive windows, a city skyline at dusk is visible.

Investment Banker Reveals Why Pension Funds Choose Worse Returns Than a Simple 60/40 Index Portfolio

Pension funds and university endowments pour billions into private equity, hedge funds, and private real estate. According to investment banker Jeff Hook, the reason has less to do with returns and more to do…

Don Lair · 4 months ago

A man with a beard and a plaid shirt sits on a beige couch, looking stressed with his hand on his forehead, while a woman with long red hair and a light-colored sweater sits next to him, holding bills and a credit card. A silver laptop is open between them, and papers are scattered. They are focused on the documents, with a window in the background.

My Spouse Has Been Fired 4 Times and We’re $4,000 in Debt: Am I Enabling a Lost Cause?

On a recent episode of Financial Audit, host Caleb Hammer looked across the table at a young couple with an infant and delivered one of the more memorable lines in his catalog: “You might…

Jeremy Phillips · 4 months ago

An older man with a beard and an older woman with blonde hair smile and embrace. In the background, a blue keyboard and a notebook titled 'Retirement Plan' are visible, along with a blue succulent against a pink backdrop.

The 5-Year Roth Conversion Ladder Pre-Retirees Use to Tap Their 401(k) Before 59 and a Half Without Penalties

The scenario plays out on retirement forums almost weekly: a 50-year-old with $1.8 million in a traditional 401(k) and $400,000 in a taxable brokerage wants to walk away from work, spend roughly $90,000 a…

Marc Guberti · 4 months ago

Two women sit at a white table, facing each other. The woman on the left, with brown hair and wearing a light blue cardigan over a striped shirt, smiles as she hands a stack of white papers to the woman on the right. The woman on the right, with dark hair tied in a ponytail and wearing a light-colored sweater, looks down at the documents. A pink ceramic piggy bank, a silver laptop, and other office items are visible on the table.

Fee-Only Financial Advisors: The Hidden Cost Most Americans Don’t Realize They’re Paying

On a recent episode of the Catching Up to FI podcast, financial planner Aubrey Williams made a point that should stop anyone shopping for an advisor in their tracks: the label most consumers think…

Jeremy Phillips · 4 months ago

A middle-aged woman with dark, curly hair and glasses smiles directly at the camera while holding a black tablet. She wears a teal collared shirt and black pants. She is standing in a brightly lit, modern open-plan office with desks, computer monitors, and an office chair visible in the background, out of focus.

I’m 45 with $3.2 million saved. Can I really quit my toxic job without risking retirement?

Priya, a 45-year-old caller to Jill Schlesinger’s Jill on Money show, opened with a common knot: she loves her career but her current job has turned ugly. “I have been working a long time,…

Don Lair · 4 months ago

Vivian Tu’s 4 Money Questions Every Couple Must Ask Before Marriage

A listener wrote in to Vivian Tu’s podcast Networth and Chill with a story that should be required reading before anyone combines finances with a partner. She had paid off her partner’s truck and…

Carl Sullivan · 4 months ago

Money tree growing in the middle of green meadow

The Tax-Loss Harvest That Cost a 66-Year-Old Retiree $2,400 in Wash-Sale Penalties She Never Saw Coming

The retiree was 66, single, living in Pennsylvania, and relying on a $1.1 million brokerage account to supplement her Social Security income. Her goal was straightforward: generate about $55,000 a year from the portfolio…

Drew Wood · 4 months ago

A man in a blue blazer sits at a wooden desk, viewed from behind his right shoulder, intently looking at two large computer monitors displaying various financial charts, graphs, and data. His right hand rests on a keyboard, and a watch is visible on his left wrist. The screens show dark interfaces with colorful data visualizations in red, green, and blue, indicating financial market activity.

Can Bitcoin Reclaim $100k This Year After Slipping Below $80k? AI Models Weigh In

Bitcoin (CRYPTO: BTC) trades around $77,000, which is well below the $100,000 mark it held for most of last year. Last week, the Bitcoin price was pushing toward $82,000 as the CLARITY Act moved…

Sam Daodu · 4 months ago

A middle-aged man with glasses and a grey shirt sits at a wooden desk, focused on a document labeled '401(k) BENEFICIARY DESIGNATION FORM' he holds in his hands. To his right, a silver laptop displays an 'ESTATE' spreadsheet, alongside a calculator and a coffee mug. An envelope marked 'DIVORCE DECREE' is visible among other papers on the desk, emphasizing a diligent review of financial and legal documents.

The 401(k) Beneficiary Mistake That Sent $620,000 to an Ex-Spouse Instead of the Children

A 58-year-old man with a $620,000 401(k) balance dies suddenly of a cardiac event. He had divorced four years earlier, drafted a new will leaving everything to his two adult children, and assumed the…

Marc Guberti · 4 months ago

Businessman pointing at ETF (Exchange Traded Funds). Investment Opportunities in Mutual Funds and ETFs, Growing Wealth in the Financial Market.

Ripple (XRP) ETF Inflows Near $1.4 Billion: Here’s What That Means for XRP Price

XRP (CRYPTO: XRP) spot ETFs have now pulled in $1.39 billion in cumulative net inflows since launching in November 2025. XRP’s ETF inflow in May has already topped April’s $81.59 million to become the…

Sam Daodu · 4 months ago

A red arrow points sharply downwards to the left, partially overlapping a green arrow that points upwards to the right. Both paper arrows are positioned against a dark background featuring a blurred red and green stock market chart with candlestick-like patterns. A gold coin is subtly visible beneath the green arrow at the bottom.

Meta Platforms Is Down 11% in a Month While Alphabet Is Up 16%. What’s Going On?

Two of the largest names in digital advertising have moved in opposite directions over the past month, and the gap is striking. Meta Platforms (NASDAQ:META | META Price Prediction) stock is down 11% over…

David Moadel · 4 months ago

Tesla’s 18.97% Weight in XLY Explains Why It Beat VCR by 9 Points in Five Years

The Vanguard Consumer Discretionary ETF (NYSEARCA:VCR) and the Consumer Discretionary Select Sector SPDR Fund (NYSEARCA:XLY) track US consumer discretionary stocks, both are market-cap weighted, and both hold Amazon (NASDAQ:AMZN | AMZN Price Prediction) and…

Austin Smith · 4 months ago

A close-up, slightly blurred photograph of three overlapping credit cards on a light background. The top card is light blue with out-of-focus embossed numbers. Below and to the right, a dark greenish-blue card is partially visible. In the foreground, a light blue credit card is in sharp focus, featuring a metallic EMV chip, the embossed numbers '5404 3200', 'VALID FROM MONTH/YEAR 02/12', and the word 'REWARDS' embossed on its surface. A subtle light flare is visible in the upper center.