Articles

With low interest rates and no raises in store for Social Security benefits in 2016, Dave Sandstrom advises retirees to seek more investment income from the stock side of their balanced portfolio. In a MONEY TALK VIDEO, Dave says leaning a little more on capital gains shouldn’t be too much of a stretch. […]

Attribution analysis uses past performance in investments to help show how much of a fund’s results can be based on the approach of the fund managers. As Kyle Tetting explains in a MONEY TALK VIDEO, attribution is a sophisticated way of testing a manager’s potential. […]

Understanding the differences between traditional and Roth IRAs opens up planning opportunities.

Tom Pappenfus shows in a MONEY TALK VIDEO how a Morningstar portfolio snapshot can help track the mix of stocks and bonds that drives investment performance. […]

Finding balance between risk and return is key to long-term investing. Art Rothschild explains re-balancing also is needed.

Puzzling over whether stocks are cheap or pricey requires examining multiple measures and putting them in context, as Dave Sandstrom explains in a MONEY TALK VIDEO. […]