Top 5 Portfolio Moves for 2025
The most important thing is your overall mix of stocks and bonds, which will have the biggest impact on portfolio risk.
1 Newly Overvalued Stock
Of the 873 US-listed stocks covered by Morningstar analysts: 36% are undervalued, 39% are fairly valued, and 25% are ...
My mother is giving my son $100K for a down payment. Can she wait until the last minute to put the money in his account?
My mother is giving my son - her grandson - and his wife $100,000 toward the purchase of their first home. This money will be their down payment and will come from her checking account. She really ...
Stocks are skipping the 'Santa Claus rally' again this year. That doesn't bode well for January.
Every year, investors look forward to the "Santa Claus rally," a period that encompasses the final five trading days of December and the first two trading days of the new year. Since 1950, the S&P 500 ...
'I've always been very good with money': Should I put my wife on the title of my home, investment property and my late father's house?
My wife and I have been best friends since we were in our teens (we are 45 now). In 2008, before our friendship turned romantic, my wife was in a tight spot. She broke up with her boyfriend of eight ...
My friend has a dependent son, 32, who drives without car insurance. Would his parents be criminally liable if he has an accident?
My relative says the parents could be held liable if he gets into a car accident, as he is their legal dependent. I say they couldn't be, because he's an adult, it's his car and he's on the ...
100% stocks for retirement? A new study says dump the 60/40 portfolio and target-date funds.
On average, the optimal portfolio, which is rebalanced monthly, produces 50% more retirement wealth than a balanced fund and 39% more than a TDF. And this extra wealth translates into higher ...
FTSE 100 Index Ends 0.35% Lower at 8121.01 — Data Talk
--Up 28.13% since the pre-Brexit vote level of 6338.10 hit Thursday, June 23, 2016 --Off 3.85% from its 52-week high of 8445.80 hit Wednesday, May 15, 2024 --Up 9.06% from its 52-week low of 7446.29 ...
'He ended up homeless and penniless': My uncle conned my father into signing over their mother's house. What can I do?
'His brother went to the prison where my dad was incarcerated and had him sign over the house' My dad's grandfather left him a house when he was 2 years old.
CAC 40 Index Ends 0.57% Lower at 7313.56 — Data Talk
The CAC 40 Index is down 41.81 points or 0.57% today to 7313.56 --Largest one day point and percentage decline since Thursday, Dec. 19, 2024 ...
My $200,000 annuity starts in January. Is it too late to change my mind?
The reason that complicated financial contracts like annuities come with look-back periods, otherwise known as "free look" time frames, where you can get out of the contract without repercussions, is ...
Why This International Dividend ETF Earns High Marks
Schwab International Dividend Equity ETF builds a high-yield portfolio around stocks that are more profitable and stable than ...