Most New Investors of 2020 Are Still Investing: Survey
By Michael S. FischerOne-third of new investors cited financial professionals as an information source, up 9 percentage points from 2020.
March 13, 2023
Americans Underestimate Social Security Income by $1,900: StudyAn analysis shows that older adults have accurate expectations about their claiming age but underestimate their annual benefit.
March 09, 2023
Passive Funds Beat Active at Peak of COVID Crisis, Research FindsThe finding by a University of Chicago professor contradicts the idea that active management does better in rocky markets.
March 07, 2023
Women Lag Men in Retirement Confidence, Financial Literacy: BMO SurveyWomen were far more likely than men to say they did not have a financial plan.
March 07, 2023
Roth vs. Traditional IRAs: The Tax Trade-Off Isn't Always What You ThinkRetirement savers must balance the pursuit of greater after-tax wealth and the desire for more predictable outcomes.
March 01, 2023
Active Funds Failed to Beat Passive Peers in 2022: MorningstarThe year challenged the notion that active funds navigate difficult markets better than their passive counterparts, Morningstar says.
February 28, 2023
A Hidden Source of Wealth Many Retirees OverlookUnlocking home equity by relocating to a cheaper housing market can provide a significant source of retirement funding.
February 27, 2023
Financial Well-Being Requires More Than One Dose: New StudyExposing college students to a financial skills course has only modest impact on measurable financial outcomes, researchers found.