Articles

Selecting from among 8,000 mutual funds relies first on the particular needs of the investor, Kyle Tetting says. Then, sorting focuses on three main attributes. Kyle explains in a MONEY TALK VIDEO. […]

In a MONEY TALK VIDEO, Art Rothschild discusses how much retirees can afford to spend from their investments. […]

Long-term investors need to measure performance through total return. As Paige Radke explains in our latest feature on financial terms, total return represents how much an investment has actually made for an investor by accounting for both capital appreciation and income. […]

Congratulations. You won the lottery or got a bonus or received an inheritance. Before you blow it all, Isabelle Wiemero advises you to put your windfall in perspective.

Stock dividends provide investors with income in addition to the capital gains they receive from price appreciation. And even when stock prices don’t rise, dividends can boost an investment’s total return, as Adam Baley explains in a MONEY TALK VIDEO. […]

By Joel Dresang In common parlance, a loophole is a technicality – an often obscure window of opportunity – that allows someone to get around a requirement or to exploit a benefit. In the case of the Social Security file-and-suspend strategy, a loophole in administrative policies let married couples collect partial payments from a spouse’s retirement benefits even while that spouse suspended claiming those benefits. […]