Articles

By Arthur S. Rothschild I got a call from a client who has a balanced portfolio – half stocks and half bonds, and he knows that interest rates are going to go up at some point. His question was what should he be doing differently? It’s a question I’m hearing a lot lately. The answer requires an understanding of the purpose of each part of your portfolio as well as reasonable expectations. […]

Now that Canada is pitching its penny, its neighbors to the south can rekindle debates over whether it’s worthwhile making cents. (For What It’s Worth is an occasional look at the meanings and origins of words and expressions investors may encounter.) […]

By Lindsay Whaleysmith It is that season when year-end documents can overwhelm you, and you wonder what to stash in a folder until tax time. To provide some clarity and to better prepare you for tax preparation, here is a guide to some of the forms you may find as you sort your mail.

To foster financial literacy, the Talking Money feature covers common terms and concepts used in personal finance and investing. This edition, from Kyle Tetting, looks at growth investing.

To foster financial literacy, the Talking Money feature covers common terms and concepts used in personal finance and investing. In this edition, Adam Baley answers questions about inflation and what it means to investors.

The end of the year is a good time for wise investors to take the opportunity to review, among other things, their retirement accounts. To help you consider what to do about your IRAs (Individual Retirement Arrangements), Debi Rybicki answered some frequently asked questions.