Fidelity counted 665,000 401(k) millionaires on its platform at the end of Q4 2025, a record high, out of 24.8 million participants. That count dipped to 645,000 in Q1 2026 amid market…
David Beren Evercore ISI’s head of internet research Mark Mahaney has a contrarian message for investors who’ve watched the Magnificent 7 lag the broader market. On CNBC’s “Closing Bell Overtime” on June 18, 2026,…
JEPI sells you monthly income. What it quietly sells away is your upside. Over the past five years, a $10,000 stake in the fund grew to roughly $14,479. The same $10,000 in…
Federal Reserve Chair Kevin Warsh’s first post-meeting press conference rattled risk assets on Wednesday, and the loudest pushback came from a strategist who thinks the bull market remains structurally intact. On CNBC’s…
JEPI and SPYI mail fat monthly checks without fail, but the real question is what investors quietly give up to cash those checks every month compared to simply holding SPY.
Vivian Tu, the former Wall Street trader who built Your Rich BFF into one of the largest personal finance brands online, made a claim on her Networth and Chill podcast. “Credit card…
Omor Ibne Ehsan Vivian Tu, the creator behind Your Rich BFF, spends a chunk of her Networth and Chill episode on a quiet detail most new investors skip past. “It’s a percentage that you’ll pay…
A retiree with $500,000 earmarked for dividend equities faces a genuine fork in the road between Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) and Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD). VIG pays a modest…
On a recent Thoughtful Money interview with Adam Taggart titled Wall Street Is Running Investors Off A Cliff, Oxbow Advisors founder Ted Oakley delivered a blunt warning to retirement savers: “I think…
JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) trades on an 8.2% trailing yield paid monthly, but the actual dollars hitting your account swing meaningfully from one month to the next. JEPI is one…
Investors holding Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) own one of the cleanest, cheapest ways to gain exposure to developed markets outside the United States. VEA tracks a broad cap-weighted basket of…
For most index investors, the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is the default core holding: cheap, liquid, and broadly representative of U.S. large caps. SPY tracks the S&P 500 Index at…
Dave Ramsey recently told his audience to claim Social Security at 62 and pour the checks into the stock market. Suze Orman told hers the opposite: “If you don’t have to take…
Michael Williams Julian Emanuel, chief equity derivatives and quantitative strategist at Evercore, just laid out one of the most aggressive Wall Street scenarios yet for the S&P 500. In a CNBC segment on June…
Danielle Liverance NOBL screens for companies that raised dividends through every crisis of the past 25 years, while SPY hands a quarter of your money to tech giants that barely pay one. Whether that…
