A 65-year-old couple retired last spring with $1.7 million in a 70/30 portfolio and planned to withdraw $68,000 annually under the classic 4% rule. Then came an 18-trading-day slide that ripped through…
Transferring a retirement account between custodians is one of those mundane logistical tasks that triggers outsized emotional reactions. A caller named D recently phoned in to Talking Real Money with exactly that…
Don Lair Transferring a retirement account between custodians is one of those mundane logistical tasks that triggers outsized emotional reactions. A caller named D recently phoned in to Talking Real Money with exactly that…
Jeremy Phillips A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s and IRAs, and parks another $1.2 million in a brokerage account that…
Historian and investor Joseph Moore has a way of reframing market history that makes long-time investors blink. On a recent Motley Fool Money appearance discussing his book How to Get Rich in…
Don Lair Ben Carlson, portfolio manager at Ritholtz Wealth Management and the voice behind A Wealth of Common Sense, dropped a line on Morningstar’s The Long View podcast that I keep coming back to.…
Jeremy Phillips Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore. The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) mirrors stocks disclosed by Democratic members of Congress under the STOCK…
On the May 4 episode of How to Money, co-host Joel Larsgaard described setting up a Roth IRA for his daughter at Fidelity. He received a call from the brokerage flagging that…
Ian Cooper The most uncomfortable fact in professional money management arrived courtesy of S&P Dow Jones Indices: 90% of active fund managers underperformed the S&P 500 over the last 15 years. These are people…
A 54-year-old caller from Canada phoned into Ramsey Everyday Millionaires with a problem most people would consider terminal: no retirement savings, no house, and a net monthly income of $5,600. The host’s…
Jeremy Phillips Investors have spent the past year glued to every Federal Reserve press conference and Treasury auction. The 10-year Treasury yield sits at 4.46% as of May 13, 2026, up 0.16% from a…
Jeremy Phillips With the S&P 500 yielding under 2% and money-market rates drifting lower as the Fed signals easing, income investors are hunting for higher-yielding alternatives with room for capital appreciation. Stocks under $30…
Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability…
A woman is 50, has $300,000 in her 401(k), and wants to renovate her kitchen. Her plan looks tidy on paper: borrow $50,000 from the plan, pay it back over five years…
Marc Guberti Live Updates What Wall Street Expects from Dell Earnings9:30am ETOver the past year, Dell’s rally has been fueled by surging demand for AI and growing expectations that Dell will remain a major…
