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What Does Bullish Mean?

“Bullish” describes optimism that prices will rise. Learn what drive bullish markets and how they impact investing strategies.

Are Target Date Funds Aggressive Enough to Give Americans Retirement Savings that Last Their Lifetimes?

The popular default investments may need to be more aggressive in order to fund decades of retirement.

The Worst Dotcom Bubble Investing Mistakes Are Coming for Your Portfolio. Avoid Them

Many investors remain enamored with the so-called “Mag 7” and the tech-led U.S. stock market.

I’m 67 with $1 million in savings and a $100,000 pension. Should I wait to claim Social Security at 70 so my wife will get more when I die?

Once upon a time in America, when Social Security was first created, it was supposed to be part of a three-legged stool supporting retirees that included retirement benefits, a pension and savings.

I want to give my grandson $50,000 in appreciated stock to help him out with college costs. Could my gift end up leaving him with a tax bill?

As college costs increase, students have been forced to take on a growing amount of debt.

How to Access Retirement Savings Early Without Penalty

Dreams of early retirement can come true. The stock market’s near record highs, swelling 401(k)s and other retirement account balances.

Lessons from 'The Pitt': Why a Sabbatical May Beat Early Retirement

If “The Pitt’s” chief attending has you rethinking the daily grind, it might be time to plan a strategic career pause — before you call it quits for good.

Keep Cash on Hand for Emergencies or Invest It All and Rely on Credit If Something Goes Wrong?

Let’s say you build a solid emergency fund. You’ve done the hard part; now comes the decision: Do you leave it along or take a risk?

6 Ways to Set Up a Budget That Works Even When Your Income Changes Weekly

Anywhere from 25% to 43% of Americans are gig workers, which means many of these same people have fluctuating earnings.

'Retired at 65 Years Young.' We Have $1M in IRAs, $65K in a Roth IRA and $600K in a Brokerage. Now We Want a $40K SUV. What's the Smart Way to Get It?

When you’re working and don’t have a ton of savings built up yet, the main question about buying a car is whether or not you can afford it.

Asked on Reddit: How Much Is Too Much to Pay for Rent?

Experts generally recommend keeping rent below 30% of your gross pay, but there are nuances to consider.

With many CDs still offering 4% APY and up, we asked 6 pros: Who should — and shouldn’t — get a CD now?

Ultimately, it’s about balancing accessibility and growth potential, one pro tells us.

Top 6 Things the Upper Class Should Sell Before Retiring - Even If It's Begrudgingly

If you think “wealth” and “prosperity” when you hear the term “upper class,” you wouldn’t be too far off.

'Incompetent, Lazy and Hypocritical.' I'm 55, Single and Maybe Want to Retire Early, But After Interviewing Some Advisers, I feel Many Are Bad - And One Ghosted Me. What Gives?

What you’re asking seems completely reasonable – and as with any profession, you’ll find great pros and not-so-great ones.

Please Note: This article is provided for informational purposes only and does not constitute investment, legal, tax, or financial advice. While the information is believed to be reliable, its accuracy and completeness cannot be guaranteed. Clients and prospective clients should consult a financial professional prior to making any financial decisions.

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