New data from Morningstar, the mutual fund research firm, recently noted that mutual funds have increased their holdings of exchange-traded funds (ETFs) dramatically. How dramatic? In 2006, just 595 funds … Read more →

The dreaded deadline is upon us at least — Tax Day is April 18. Time to file for 2016 or, at the very least, pay your taxes and ask for … Read more →

We’re still a month away from Tax Day, so now’s the time to take action and save yourself some money on taxes. Many Americans think about this process backwards. They overpay … Read more →

It has been pretty hard over the past week to ignore the headlines coming out of Washington. President Donald Trump seems to be a one-man news machine, whether via the … Read more →

It’s January, the beginning of tax season. Time to gather up your pay stubs and deductions and figure out if you owe money or can expect some back from Uncle … Read more →

Thinking about retirement begins for most people in their 40s or, perhaps, 50s. Yet investing and planning for your retirement has been under way far longer. You begin to save … Read more →

Around this time of year you doubtlessly will find dozens of articles on line proposing resolutions for the New Year — how to lose weight, be active, read more, save … Read more →

The risk-free rate is the rate of return on an investment that carries no risk of loss. Every investment carries with it some level of risk. Nevertheless, investment managers often … Read more →

Everyone knows the feeling: Rushing toward the end of the month and hoping the bills get paid. Unless you’re financially independent, it’s a normal pattern even at high income levels. … Read more →

Average savings numbers can be misleading, to say the least. Consider this thought experiment. Five people are standing in a room and Bill Gates walks in. Before, the average savings … Read more →