Market timers have given up on stocks - which is exactly what you want to see now
This optimism is based on a contrarian analysis of stock-market-timer sentiment. Market timers, on average, have been extremely exuberant in recent months, and a pullback was overdue. But this week's ...
'I'm betting on another 22 spins around the sun': I'm 65 and have $3.9 million. How much should I realistically spend on a house?
I'm betting on another 22 spins around the sun, given all relevant factors. I would like to settle down. My question: Responsibly, how much can I afford to spend to buy a home? Related: 'Don't be ...
'She has two financially stable children': Does it make sense for my wealthy mother, a recent widow, to take out a $100,000 life-insurance policy?
My recently widowed mother asked me if I think we should get a life-insurance policy (it was fresh on her mind as we handled everything for Dad). She is 72, in great health, and independently wealthy.
'I keep hearing about break-ins in my neighborhood': Are banks responsible for items kept in a safe-deposit box? What are my other options?
I read that the bank discourages people from storing jewelry and coins in the boxes, so I did not rent one' Dear Quentin, Is it safe to keep valuables in a bank safe-deposit box? It sounds like a ...
Morningstar50m
Year-end selling is hitting these 7 stocks. How their tax loss can be your gain.
Foot Locker, CVS Health and Charles River Laboratories are among hard-hit stocks that look ready to recover Hard-core investors hunt for stock-market castoffs every holiday season. Specifically, they ...
Morningstar1h
Meme stocks were fueled by Roaring Kitty and 'Trump trades' this year. What can we expect in 2025?
The return to social media of Keith Gill, also known as Roaring Kitty, thrust original meme stocks AMC and GameStop back into the spotlight in 2024 It has been an eventful year for meme stocks - one ...
This fund has a 20-year record of success and 7.5% income yield - using options
There has been plenty of coverage of the S&P 500's concentration, with its top three stocks - Apple (AAPL), Microsoft (MSFT) and Nvidia (NVDA) - making up 20.5% of the index, but the Russell 1000 ...
Act now to sell losing stocks, offset gains and work around the 'wash-sale' rule
Less than two weeks remain to tax-loss harvest your losing stocks, and it's not as easy as it may look. The easy part of tax-loss selling is getting rid of a loser by Dec. 31. So long as you hold the ...
This fund has a 20-year record of success and -2-
The return of capital boosts current income without forcing the fund manager to book gains on the sale of stock. The increase in the valuation of the fund's holdings provides "cover" for the capital ...
The race is on to buy an EV while the $7,500 tax credit is a sure thing. Drivers should still go slow and ask these questions.
The incentives do not count the federal tax credits that currently pay up to $7,500 for qualifying new EVs and up to $4,000 on qualifying used EVs, according to Stephanie Valdez Streaty, director of ...
Morningstar1h
Biden pulls the plug on mass student-debt cancellation after rushing $4.28 billion in relief
In its waning days, the Biden administration withdraws rules that would have impacted more than 25 million borrowers Tens of thousands of public servants will have $4.28 billion in student debt ...
Morningstar1h
The Fed's rate cuts were supposed to make borrowing cheaper. So why is it harder than ever to buy a house?
The Federal Reserve cut its benchmark interest rate for the third time this year on Wednesday as its effort to control inflation continued. Though rate cuts have made the cost of borrowing cheaper ...