A peculiarity of the tax code gives fund investors an advantage over bond investors. Say a bond comes out at par and sinks to ...

Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the ...

Thorn's son is trying to choose between two schools that are about $20,000 a year apart in price. The more expensive one is a perfect fit, where there will be an opportunity to run track and enjoy the ...

Frugal habits from my cheapest friend helped me grow my savings, slash wasteful spending, and rethink where I park my cash.

I was talking to some friends recently about retirement savings and how it was kind of a drag to be parting with 20% of my ...

Is the number of stocks ... to buy stocks for the long term. It’s not efficient, and how you end up lumbered with stocks you should have exited a long time ago. Instead, you constantly want ...

Michael Montgomery used to check the balance on his retirement account once a week and smile. But lately, not wanting to get ...

The great Charlie Munger, who died in 2023 and formerly served as Berkshire Hathaway's vice chairman, always gave blunt financial advice to investors seeking his wisdom. One key piece of advice was to ...

Historically, the S&P 500 has averaged an annual return of around 10%. For the sake of being conservative, in the table below ...

Knowing when to sell a stock is a major decision investors must make. While there's no one correct answer, we look at some ...