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Drew Wood | Jul 7, 2026 at 6:39 AM EDT

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Replacing $1,500 a month in portfolio income looks simple until yield enters the equation. At a 3.5% yield, you need…

Gerelyn Terzo | Jul 7, 2026 at 6:30 AM EDT

Trump Eyes Australia-Style Retirement Account. Here’s What It Would Mean for a Worker Whose Whole Plan Is Social Security.

Picture a 58-year-old warehouse supervisor in Ohio. She has worked steadily for 35 years, raised two kids, paid down most…

Gerelyn Terzo | Jul 7, 2026 at 6:02 AM EDT

A Business Owner Paid Himself a Low Salary for Decades to Save on Taxes. The Trade-Off Shows Up Now, in a Smaller Social Security Check, and Selling the Company Won’t Fix It.

A 66-year-old business owner running an S-corporation for decades is planning his exit. A buyer is circling, and he expects…

Drew Wood | Jul 7, 2026 at 5:06 AM EDT

A $750,000 Portfolio That Can Reliably Produce $4,000 a Month

A $750,000 portfolio and a $4,000 monthly income target look like a clean equation, and they are: $48,000 divided by…

Thomas Richmond | Jul 6, 2026 at 4:42 PM EDT

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

On CNBC’s Squawk Box on Monday morning, correspondent Sharon Epperson framed the importance of the newly launched federal savings vehicle:…

Austin Smith | Jul 6, 2026 at 4:05 PM EDT

Are Online Banks Safe? What Happens to Your Money if One Fails

Yes, an online bank is as safe as a branch bank when it carries Federal Deposit Insurance Corporation coverage. The…

Omor Ibne Ehsan | Jul 6, 2026 at 3:51 PM EDT

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

The host of the Retire SMART Podcast put it plainly. “They are trading on things that they’re regulating.” The context…

Omor Ibne Ehsan | Jul 6, 2026 at 3:45 PM EDT

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8%…

Omor Ibne Ehsan | Jul 6, 2026 at 3:40 PM EDT

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

The AI trade everyone talks about is silicon. The AI trade almost nobody talks about is the copper that moves…

Omor Ibne Ehsan | Jul 6, 2026 at 3:35 PM EDT

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

The AI infrastructure story has been about chips, but the actual bottleneck is electricity, and that shift has done more…

Omor Ibne Ehsan | Jul 6, 2026 at 3:30 PM EDT

AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

The pitch for the Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) has quietly changed. For years BOTZ was sold…

Omor Ibne Ehsan | Jul 6, 2026 at 3:25 PM EDT

EWZ Could Be 2026’s Sleeper Trade, If Brazil’s Rate Cuts Don’t Get Derailed

The setup for iShares MSCI Brazil ETF (NYSEARCA:EWZ) in 2026 only looks obvious in hindsight. Brazil’s central bank spent much…

David Beren | Jul 6, 2026 at 3:25 PM EDT

$300 a Month at 25 Beats $800 a Month at 40. Most People Start Too Late.

The math on retirement saving punishes late starters in ways most people underestimate. A 25-year-old who sets aside $300 a…

Omor Ibne Ehsan | Jul 6, 2026 at 3:20 PM EDT

ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First Inning

The iShares U.S. Aerospace & Defense ETF (BATS:ITA) has climbed 35% over the past year and nearly 17% year to…

Omor Ibne Ehsan | Jul 6, 2026 at 3:15 PM EDT

The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs

European stocks are having their loudest year in a decade, and the Vanguard FTSE Europe ETF (NYSEARCA:VGK) is the vehicle…

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Personal Finance Articles

All Personal Finance Articles

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Trump Eyes Australia-Style Retirement Account. Here’s What It Would Mean for a Worker Whose Whole Plan Is Social Security.

A Business Owner Paid Himself a Low Salary for Decades to Save on Taxes. The Trade-Off Shows Up Now, in a Smaller Social Security Check, and Selling the Company Won’t Fix It.

A $750,000 Portfolio That Can Reliably Produce $4,000 a Month

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

Are Online Banks Safe? What Happens to Your Money if One Fails

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

EWZ Could Be 2026’s Sleeper Trade, If Brazil’s Rate Cuts Don’t Get Derailed

$300 a Month at 25 Beats $800 a Month at 40. Most People Start Too Late.

ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First Inning

The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs

Goldman Sachs Just Made 4 Bold Calls: 2 Sells, 1 Buy, and a $2,159 Price Target On This Popular Stock

Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

The Aircraft Loophole That Lets Any Business Erase Millions in One Tax Year

Goldman Sachs Just Made 4 Bold Calls: 2 Sells, 1 Buy, and a $2,159 Price Target On This Popular Stock

Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic

Personal Finance Articles

All Personal Finance Articles

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Trump Eyes Australia-Style Retirement Account. Here’s What It Would Mean for a Worker Whose Whole Plan Is Social Security.

A Business Owner Paid Himself a Low Salary for Decades to Save on Taxes. The Trade-Off Shows Up Now, in a Smaller Social Security Check, and Selling the Company Won’t Fix It.

A $750,000 Portfolio That Can Reliably Produce $4,000 a Month

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

Are Online Banks Safe? What Happens to Your Money if One Fails

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

EWZ Could Be 2026’s Sleeper Trade, If Brazil’s Rate Cuts Don’t Get Derailed

$300 a Month at 25 Beats $800 a Month at 40. Most People Start Too Late.

ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First Inning

The Anti-Magnificent Seven Trade? VGK Is Quietly Creeping Toward Record Highs

Goldman Sachs Just Made 4 Bold Calls: 2 Sells, 1 Buy, and a $2,159 Price Target On This Popular Stock

Palantir CEO: “Something Has Gone Completely Wrong” With OpenAI and Anthropic

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

Featured Reads

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

The Aircraft Loophole That Lets Any Business Erase Millions in One Tax Year