Investing

Fossil Fuels And Prudent Fiduciaries: TIAA Invest Vs TIAA-Divest

TIAA pushed back, citing fiduciary duties....

Betterment Buys Ellevest’s Robo-Advice Side

Under terms of the agreement, Ellevest will transfer their automated investing accounts to…...

21 Ways to Invest in Yourself Without Spending Much

Most people think investing in themselves requires big money. That’s a lazy excuse. The smartest investment isn’t in stocks, real estate, or business ventures, it’s in leveling up yo...

How to Invest Like the Rich (and Pay Zero Taxes on Gains)

The wealthy favor private equity and credit (and private placement life insurance) for higher returns with no taxes. If you're worth $1 million, you can, too....

28 Retirement Investing Tips from Today’s Financial Geniuses

Here are 28 retirement investing tips from today's greatest financial minds. Just one of these lessons might make your dream retirement a reality. The post 28 Retirement Investing Tips from Today&rsqu...

8 Investing Trends Across Generations: What’s Normal for Your Age Group?

Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up? The post 8 Investing Trends Across Generations: What&r...

8 Ways to Invest in Real Estate for Wealth and Retirement

Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now... The post 8 Ways to Invest in Real Estate for Wealth an...

Podcast 88: Invest with Impact with Toussaint Bailey

Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose. The post Podcast 88: Invest with Impact with Toussaint Baile...

Once You Hit 55, Is the Stock Market Still Your Best Bet?

If you're investing heavily in the twists and turns of the stock market in your 50s or 60s, you may be risking too much....

Scared About Climate Change? Change the Way You Invest

Climate change is hitting the U.S. hard, and while positive action from the White House may now be unlikely, individuals can use their wallets to hit back....

11 Ways to Invest in Your Child’s Future

When it comes to your child’s future, the goal is about more than just setting up a savings account or ... Read more...

Is Your 403(b) And Roth IRA Retirement Investing Supporting Predatory Lenders?

Most people never ask or research their retirement investing to see if it is supporting predatory lenders. Discover how index funds can often obscure this....

Need an old person's opinion. Time is running out and I need a new approach.

Tl;dri need to change my investing/debt payoff/savings strategy because of my age (and lack of sleep). I'm looking for responses from people who understand how finances and investment strategies chang...

I Retired Young: Here’s Why I Love Investing In Real Estate (Even In Today’s Market)

Some people work for decades, hoping to retire someday. I wasn’t interested in someday. I bought my first rental house at 20, picked up more over the next few years, and let real estate do the h...

Investing and estate planning questions as we approach retirement-still working

Sorry in advance for the long post. Life gets more complicated as you get older! I’ve been handling our personal investments for years thru self-directed IRAs at Wells Fargo, but I suspect I&rsq...

Is There a Problem with Passive Investing?

Passive investing has revolutionized the investment landscape for individual investors. Not only has it dramatically lowered the costs of asset ... Read more...

What Gen 20 Should Know About Early Real Estate Investing

What Gen 20 Should Know About Early Real Estate Investing...

The Four Cornerstones of a DIY Retirement

So much has changed in the world of personal finance and investing over the past 30 years. ETFs and index funds have replaced individual stock portfolios and managed mutual funds. Investing moved onli...

Warren Buffett’s Wisdom on Frugality and Financial Freedom

When I was a teenager in the 90s I spent hours in the library, flipping through every investing book I could get my hands on. Warren Buffett, Benjamin Graham, and the other greats made wealth-building...

Should Doctors Be Angel Investing?

Shark Tank makes angel investing look pretty exciting on TV. Learn who should consider being an angel investor and how to mitigate the risks. The post Should Doctors Be Angel Investing? appeared first...

Before the Next Time Markets Sink, Do Your Lifeboat Drills

An eventual market crash is inevitable. We can't predict when, but preparing for the ups and downs of investing is imperative. Here's what to do....

9 Ways to Increase Your Investing Return

If you want to increase your return on investment, you'll need to take on more risk. But, be careful how you try it—if you try it at all. The post 9 Ways to Increase Your Investing Return appear...

What's Worth Your Time in Retirement?

Retirement can be a period of personal growth. Acknowledging that your time is precious — and investing it wisely — will help you reap huge rewards....

Investing Strategies for Bitcoin

How to invest money if you’re Gen Z...

How to invest money if you’re Gen Z

How to invest money if you’re Gen Z...

Navigating the Minefield of Foreign Investing as a US Expat

It’s a big world with lots to explore, but if your exploration involves foreign financial accounts, there are several precautions to take. The post Navigating the Minefield of Foreign Investing ...

Bernstein: "If you've won the game, it's okay to stop playing."

Is anyone familiar with this idea by William Bernstein ? He says to set up a part of your portfolio to cover necessary expenses in retirement and then invest the rest. Include all safe payouts like So...

The 12 Best Things Rich Retirees Do

From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees develop habits to live by....

Year-End RMDs: Should You Invest, Spend or Donate Them?

Here are 10 ways to use year-end RMDs strategically. The deadline for taking Required Minimum Distributions is December 31. And yes, shopping might be in order....

The Sunday Best (12/15/2024)

Welcome to this week’s edition of The Sunday Best, where we dissect the trepidation around investing at all-time market highs ... Read more...

Acorns Review 2025: Is Acorns the Best Investment App for Beginners?

Discover how Acorns simplifies investing for beginners in 2025. This in-depth review covers features like Round-Ups, diversified portfolios, pricing, and new updates, helping you decide if it's the ri...

What's Better Than Investing in Crypto? These 'Boring' Picks

Cryptocurrency may be good for a thrill, but older investors are better off with assets like bonds, guaranteed annuities, CDs and maybe dividend-paying stocks....

Is BOXX the Place for Your Cash?

Here's everything you need to know about investing in BOXX, including its tax implications and how much it could ultimately cost you. The post Is BOXX the Place for Your Cash? appeared first on The Wh...

Retirement planning by the hour or fee based investing?

Hi. We're about five years out from retirement. Want to safeguard our nest egg while maximizing any possible returns. Most of it is in pre-tax IRAs. Financial advisor proposes one of two ways to move ...

TurboTenant Review: Simplify how you manage your rentals

Investing in rental properties is a great way to diversify your portfolio and build wealth over time. However, rental property ... Read more...

Got $1,000? Here Are 20 Ways We'd Spend It This Year

Whether you're investing in your future or helping others, $1,000 can be put to a lot of good use. We've rounded up some ways to save, donate or spend it....

The Investing Strategies I Teach Young Mothers

These simple investing strategies were developed to help single mothers, but they'll help all young people build a decent nest egg....

1031 Exchanges: Common Errors You Want to Avoid

In the world of real estate investing, 1031 exchanges have become a popular tool for deferring taxes and maximizing investment returns. In a nutshell, 1031 exchanges are unique investment strategies t...

Are Election Jitters Shaking Up Your Investing Strategy?

Many investors are retreating to safer investments until after the election, but doing so could result in missed opportunities. Here's what to do instead....

How best to invest after early retirement

I was forced to take early retirement this April and with the payout my salary for this year will exclude me from doing anything like a Roth conversion. I am going to try and hold out on taking any so...

Don’t Invest in ‘Too Good to Be True’ — Lessons Learned from an Alleged Ponzi Scheme

If you think an investment is too good to be true (or that it might be a Ponzi scheme), here's how you can avoid making a big money mistake. The post Don’t Invest in ‘Too Good to Be True&r...

What are your experiences with a RILAs for part of your retirement investment?

What are your thoughts on a RILA investment for retirement? Does anyone have experience investing into a RILA? Registered index linked annuities. The one I was looking at gives 20% protection of you i...

Wine and Whiskey: Investing for Enjoyment and Diversification

Investing in alternative assets has become an increasingly popular way to diversify beyond traditional stocks and bonds. Wine and whiskey, in particular, are gaining traction due to their potential fo...

Collar Investing Strategy Can Help Protect Your Nest Egg

Here are some key considerations for using the collar strategy of put options and covered calls to safeguard your wealth in retirement....