Articles
Latest Article
Cautious optimism: A balancing act
As history has proven, “cautious optimism” works. But history is written across years and decades, not three quarters.
Read more
Past Articles
Investment insights via Snapshot
Tom Pappenfus shows in a MONEY TALK VIDEO how a Morningstar portfolio snapshot can help track the mix of stocks and bonds that drives investment performance. […]
Watch bonds as rates rise
As the Federal Reserve gets closer to eventually raising interest rates, Steve Giles says investors should keep an eye on the durations of their bond holdings. Steve explains how rising rates affect bonds in a MONEY TALK VIDEO. […]
Investment balance: Find and keep
Finding balance between risk and return is key to successful long-term investing. As Art Rothschild explains in a MONEY TALK VIDEO, re-balancing also is needed. […]
Long-term care in retirement
By Adam Baley While there is no risk-free way to pay for medical costs in retirement, investors need to be aware of such potential out-of-pocket expenses and their options for covering them. They need to have a plan in place. A key concern is for your spouse – trying to make sure that long-term care expenses do not deplete your assets and leave nothing for your survivor. […]
Stock valuations: Time to buy or sell?
Puzzling over whether stocks are cheap or pricey requires examining multiple measures and putting them in context, as Dave Sandstrom explains in a MONEY TALK VIDEO. […]
Indexes: Low costs, less flexibility
Index funds can provide low-cost exposure to market segments, but they also lock investors into those segments, as Kyle Tetting explains in a MONEY TALK VIDEO. […]