Articles

Investors should make sure they’re getting paid for the risks they’re taking – especially with the safer side of their portfolio.

Of all the significant life events we can plan for, our afterlife is most often left untended.

Bears and Bulls aren’t just the names of Chicago-based sports teams. They’re symbols of investor expectations. Since the 1700s, bears have been associated with investors anticipating prices will go down, while bulls believe prices are trending upward. As part of an occasional exploration of the origins of financial lingo, Joel Dresang hunts down how these creatures wound up on Wall Street. […]

By Joel Dresang Many retirees would rather be working. But at the same time that more employers are complaining about a lack of job applicants, they’re serving sheet cake for older employees who have cleared out their desks to head for home. Under the right circumstances, older workers can negotiate mutually beneficial work-to-retirement transitions. […]

So why are workers so confident of their retirement when they’ve done so little to prepare for it? […]

Designating beneficiaries lets investors control who gets how much of their accounts’ distributions when they die.