You won’t earn any tax breaks when investing in a taxable (nonretirement) account: no deduction on your contributions, no tax-deferred compounding, no tax-free withdrawals. So why bother? Maximum ...

Luck played a starring role in our ability to save: My husband and I had the good fortune of emerging from college debt-free, ...

Model portfolios continue to gain ground with financial advisors, who can select from a growing number of models to help manage their clients' investments. I use them for pretty much all of the ...

Brookfield is evolving into an investment-led insurer, using annuity and pension float as a permanent engine for growth. Read ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds, and ...

Third-party model portfolios had $646 billion in assets under advisement as of March 31, 2025—an increase of 62% since Morningstar last surveyed for assets in June 2023, less than two years ago.

Ford hasn't been delivering the income and growth I had hoped. I'm evaluating other investment options to replace Ford, like Healthpeak Properties. The healthcare REIT pays a high-yielding monthly ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

Wayne Duggan has a decade of experience covering breaking market news and providing analysis and commentary related to popular stocks. Wayne is a senior contributor for U.S. News & World Report and a ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

I tend to focus on large companies, but recognize that I may be missing out on growth. I bought a small, rapidly expanding REIT, managed by a well-seasoned team. Growth has since stalled, and now I'm ...

That was one of the pieces of feedback from my recent article about short- and intermediate-term portfolios, which mainly leaned on Fidelity funds for their fixed-income holdings. But Vanguard also ...