Share to Facebook Share to Twitter Share to Linkedin The CPI-linked savings bond isn’t all it’s cracked up to be. TIPS offer slightly better protection from inflation. Personal-finance pundits love those I bonds. Suze Orman: “The No. 1 investment that every single one of you should have no matter what.” Burton Malkiel: “Absolutely superb.” Last
Retirement
Updating Your Estate Plan: Signs Your Long Past Due So, you signed a will a few decades ago and don’t want to think about estate planning because estate planning is less fun then getting a root canal. Estate planning, you think, is about dying and that’s not particularly enjoyable. It’s also complicated stuff and you
Every family has a wealth culture, a mindset or system informing beliefs about money and how it should be used, preserved or passed between generations, whether they have articulated it or not. Families who enjoy healthy multi-generational family wealth cultures have taken proactive steps to cultivate and foster them. How does a family create healthy
Topline Stocks plunged on Thursday as recession fears continued to weigh on markets and investors nervously looked ahead to a closely-watched consumer price index reading due Friday, with ongoing concern that inflation could come in higher than expected. Key Facts Stocks fell for a second day in a row: The Dow Jones Industrial Average lost
Topline Shares of energy giant Exxon Mobil surged to a new all-time high on Wednesday, continuing a stellar run this year on the back of rising oil and gas prices, which analysts warn could remain elevated well into late 2022. Key Facts Shares of Exxon Mobil jumped over 1% to a new record high on
Most of today’s pre-retirees and recent retirees face a serious planning dilemma: They don’t have sufficient retirement savings, together with Social Security benefits, to retire full time at age 65 and continue to spend at the same level as when they were working. This conclusion is supported by several research reports. As a result, pre-retirees
Topline Stocks fell and rates on government bonds surged on Wednesday as investor concerns about a slowdown in economic growth continued to weigh on markets, while oil jumped to a 13-week high on the back of climbing U.S. gas prices. Key Facts The stock market moved lower amid ongoing economic uncertainty: The Dow Jones Industrial
Topline Global markets have recently benefited from positive news out of China, which is lifting coronavirus lockdown restrictions in Shanghai and reportedly easing regulatory crackdowns on its tech sector, leading some experts to up their exposure to Chinese stocks as they bet on an economic rebound. Key Facts With infections trending steadily down, China’s rollback
Topline Despite the stock market taking a hit in recent months from growing recession fears, some experts still remain cautiously optimistic about the economy’s prospects, predicting that a downturn can be avoided if inflation continues to moderate and consumer spending remains resilient. Key Facts Investors have been facing recession warnings ever since the U.S. economy
Adult children wanting to keep aging loved ones safe often suggest that their elders wear a personal emergency device. (personal emergency response system or PERS). With the push of a button, the elder summons emergency help. Despite that fact that a lot of elders have them but won’t wear them, they are important for those