The S&P 500's returns are measured using time-weighted returns (TWR), which don't account for cash flows like withdrawals. If you're retired and withdrawing funds, comparing your portfolio to the S&P ...

Advisers who appear on a "best of" list typically ask their firm's compliance officer to vet the ranking methodology before promoting their "accomplishment." This clears them to mention the list in ...

Investors owning cannabis stocks will no doubt hope for a reversal of fortunes in 2025 after a year of bruising losses in equity prices tied to the business of legalized marijuana in the U.S. With ...

I read that the bank discourages people from storing jewelry and coins in the boxes, so I did not rent one' Dear Quentin, Is it safe to keep valuables in a bank safe-deposit box? It sounds like a ...

'I understood that, in California, hospitals and funeral homes have to notify the court when someone dies' ...

On his first day in office, President-elect Donald Trump is likely to confront a U.S. stock market that is more overvalued than on any other Inauguration Day in U.S. history.

I made all the mortgage payments, in addition to paying for health coverage for both of us. He is taking his Social Security, and has Medicare and a small pension. He plans on leaving and taking half ...

I turned 51 years old six months ago and forgot to adjust my employer retirement account settings to max out my contributions this year. As a result, I contributed $23,000 to my 403 (b) and $23,000 to ...

With just a couple of days to go in 2024, the Morningstar US Market Index is on track for a second consecutive year of ...

Bitcoin has wobbled since breaching the $100,000 milestone earlier this month - but history suggests a new all-time high could be in sight by around mid-January, according to crypto research firm K33.

Scott Buchanan, the executive director of the Student Loan Servicing Alliance, a trade group, pushed back on the CFPB's report, saying that the major challenge for federal student-loan borrowers is ...

Retail investors hold about 9.5% of total bitcoin, while large investors hold the other 90.5%, Julio Moreno, CryptoQuant head of research, told MarketWatch. "Retail holdings were 6.8% at the start of ...