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News
Financial Independence Is Just the Off-Ramp: Why Confusing It With Retirement Can Derail Your Plan
15+ hour, 43+ min ago (487+ words) People use "financial independence" and "retirement" as if they're the same milestone. In my experience, treating them as one and the same is where a lot of financial plans go sideways. A question I frequently hear is: When can I…...
5 Best ETFs to Help You Earn Passive Investment Income
2+ day, 15+ hour ago (1633+ words) You can get above-average distributions on a monthly basis, balancing tax-efficiency and high yield, with the best ETFs for passive investment income. The world of passive income is fertile ground for grifters, scammers and charlatans. The sales pitch practically writes…...
5 Critical Questions to Ask a Financial Adviser About an Inherited Stock Portfolio
2+ day, 19+ hour ago (1231+ words) Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth. An inherited stock portfolio can change your life, but it often arrives at precisely the moment…...
Is the Small-Cap Stock Rally for Real This Time?
3+ day, 14+ hour ago (267+ words) Small caps have been climbing the charts in recent months on AI enthusiasm, and many believe this rebound has more room to run. Is a sustainable turnaround in small-company stocks under way? Maybe. Since April 2025, the Russell 2000, an index of…...
You Were Named a Trustee. Here Are the First 4 Steps You Must Take.
3+ day, 21+ hour ago (981+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Protect the trust's assets and yourself. Here is a step-by-step guide to the legal, financial and personal responsibilities of administering an estate's…...
Are Pharmaceutical Stocks Ready to Take Off? Here's What I See
4+ day, 16+ hour ago (800+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. After rough years for pharmaceutical stocks, is now a prime time to buy in? Expert James K. Glassman weighs in. Until very recently,…...
Don't Let Market Volatility Derail Your Portfolio: How to Stay Calm and Focused During Midterms
4+ day, 17+ hour ago (774+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. You're only human, but managing your emotions during market volatility — especially during retirement — is crucial for maintaining a stable portfolio. And as…...
You Need a Shopping List For Stocks. We'll Help You Make It.
5+ day, 11+ hour ago (484+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. We'll walk you through some of the steps you should consider as you craft your shopping list. It may even help you…...
'Markets Are Ultimately a Reflection of Human Resilience': What 4 Financial Professionals Learned On 9/11
5+ day, 16+ hour ago (1828+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Many of those who lost their lives in Lower Manhattan worked in finance, creating a vast impact across the industry. Even now,…...
How to Build a Winning Retirement Strategy: Financial Lessons From Championship Coaches
5+ day, 17+ hour ago (772+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Like coaching a championship sports team, achieving a secure and comfortable retirement relies on disciplined preparation, mastering core fundamentals and coordinating long-term…...