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…
Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX…
