The setup sounds almost too clean. A 38-year-old Montana teacher with 8 years of service has exactly $50,000 in a rollover IRA, which happens to be the exact amount needed to purchase…
Don Lair Investment banker and researcher Jeff Hook went on the Rational Reminder Podcast and offered one of the bluntest assessments of private equity any practitioner has put on tape this year. "If was…
A retiree holding $200,000 of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) collects roughly $4,800 in annual income at the fund's current distribution yield, with no rebalancing required and no concentration risk to…
For much of the post-2008 era, Wall Street treated zero interest rates as a permanent feature of the landscape, a kind of monetary gravity that pulled every asset price higher. Stocks ran.…
Jeremy Phillips Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) at $420.99 screens as a compelling research setup. The stock pulled back 8.24% in the last week into a window where the AI infrastructure…
Before you sue me, I’d take a look into the Invesco S&P 500 Momentum ETF‘s (NYSEARCA:SPMO) history and compare it with the S&P 500. Of course, you cannot judge the future based…
Live Updates Nvidia Upgraded Heading into Earnings9:17am ETWith Nvidia earnings tomorrow, analysts are still upgrading the stock. Most recently, HSBC reiterated its buy rating on the tech giant, with a price target…
Ian Cooper Cameron Dawson, chief investment officer at NewEdge Wealth, dropped a statistic on Thoughtful Money with Adam Taggart that should reframe how investors think about diversification in 2026. “10 years ago, the semiconductor…
A listener named Carrie Anne wrote into the Rich Habits Podcast with a problem most adult children would recognize. She wants to pay her late 60s parents $1,000 a month for watching…
The iShares S&P 500 Growth ETF (NYSEARCA:IVW) charges 0.18% a year to own a basket of large-cap growth stocks you can rent for a quarter of that price elsewhere. On a $200,000…
Live Updates NextEra Energy Buying Dominion8:35am ETNextEra will buy Dominion in an all-stock deal that will unite two key players in a race to meet explosively growing demand from AI data centers.…
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…
