Roth or Traditional IRA: Which Should You Choose? Here’s a simple system to help you break down the choice. Karen Wallace May 3, 2024
What You Need to Know About Capital Gains Distributions If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share. Margaret Giles Oct 27, 2023
What Is Direct Indexing? We take a look at the pros and cons of this investing strategy. Karen Wallace Jun 6, 2023
How Much in Taxes Is Taken Out of Your Paycheck? Where does the money go, and what is it used for? Margaret Giles Mar 1, 2023
5 Questions About Student Loan Forgiveness We examine the impact of President Biden’s plan on both individual households and the larger economy. Lia Mitchell Aug 29, 2022
8 Stocks Warren Buffett Might Buy, if He Could The investing legend might take an interest in these high-quality stocks if Berkshire Hathaway were nimble enough. Karen Wallace Apr 26, 2022
Should I Pay Off My Student Loans? Is paying down your loans while payments are suspended the best use of your dollars? Karen Wallace Apr 6, 2022
What Are Target-Date Funds? Investors in target-date funds can set up a diversified portfolio and maintain a sensible asset allocation for decades without breaking a sweat. Karen Wallace Mar 11, 2022
Can I Use a Roth IRA to Pay for College? Here are the pros and cons of using Roth IRAs for college savings. Karen Wallace Nov 23, 2021
ESG Ratings Are Now Available for Bond Funds, Allocation Funds A change to the Morningstar Sustainability Rating methodology means we can rate more funds, in more categories. Karen Wallace Nov 17, 2021
5 Misconceptions About College Aid The FAFSA for the 2022-23 school year is now available. Don't disregard it when planning how to pay for college. Karen Wallace Oct 1, 2021
Social Security Isn't 'Going Away' Here's what you need to know about Social Security and your retirement plan, Millennials and Gen Xers. Karen Wallace Sep 30, 2021
How to Save More and Need Less for Retirement Lifestyle upgrades add up and have consequences for your today and tomorrow. Karen Wallace Sep 22, 2021
What Investors Should Know About the $26 Billion Opioid Settlement We review potential impact on valuation for the four companies involved. Karen Wallace Sep 13, 2021
First Job? How to Create (and Stick With) a Budget We show you how to set up a budget that aligns your spending with your goals and values. Karen Wallace Aug 12, 2021
Why Do We Buy Stuff? These practical tips can help you become a more mindful shopper. Karen Wallace Jul 29, 2021
Do Earnings ‘Beats’ and ‘Misses’ Really Matter? Pay attention to quarterly results but don’t give them more weight than they deserve. Karen Wallace Jul 12, 2021
What Are TIPS, and How Do They Help Protect Against Inflation? A quick look at the benefits and risks of Treasury Inflation-Protected Securities, and the best way to invest in them. Karen Wallace Jun 24, 2021
How to Size Up a Job's Benefits When evaluating a job offer and negotiating a salary, take missing benefits into account. Karen Wallace Jun 10, 2021
For Most College Savers, Prepaid 529 Plans Don't Make the Grade Investment in prepaid 529 plans continues to decline, and in many cases it's not hard to see why. Karen Wallace May 24, 2021
Our New Rating Measures a Stock's ESG Risk We now measure the degree to which ESG risk could impact a company's financial health. Karen Wallace May 12, 2021
Our New Rating Measures a Stock's ESG Risk We now measure the degree to which ESG risk could impact a company's financial health. Karen Wallace May 12, 2021
How to Turn Your Money Into Superdollars Investors who start early have a huge head start toward saving enough for retirement. Karen Wallace May 7, 2021
7 Ways to Improve Your Credit Score These tips can help you establish good credit or improve poor credit. Karen Wallace May 7, 2021
What Does It Take to Have a $1 Million 401(k)? Saving a considerable amount for retirement might not be as hard as you think. Karen Wallace May 7, 2021
Should I Invest Part of My Bonus in My 401(k)? We tackle reader questions about 401(k)s. Karen Wallace May 7, 2021
8 Great Starter Funds These Gold and Silver medalists are good options for your first fund. Karen Wallace May 7, 2021