Investing

A Roth 403(b) is an option in many 403(b) plans. Roth 403(b)s are similar to a Roth 401(k) in many respects, but there are differences to be aware of.

Portfolio rebalancing is critical in maintaining your portfolio’s target asset allocation. Studies have deemed asset allocation to be the single most important factor in portfolio returns, so maintaining your target asset allocation via rebalancing is key.

There are many ways for investors to learn how to invest in real estate depending on how much they have to invest and how involved they want to be.

The best ways to invest money if you’re a beginner include high-yield savings accounts, CDs and workplace retirement plans.

If you are a Chase Bank customer, you may be interested to know you can invest where you bank through J.P. Morgan Self-Directed Investing.

The rule of 72 is a way to estimate how long it will take an investment to double in value based on an interest rate or rate of return. There are several variations of this rule and it can be a handy way of quickly estimating returns.

What are bonds, and how do they work? Knowing what a bond is and how it works will help get a better idea of why you should include them in your investment portfolio.

If you like choosing your own investment securities, but don’t want to manage them, M1 Finance can help.

Bonds versus stocks implies a competition between these two types of investments. This may be true sometimes, but the strengths of one can offset the weaknesses of the other, which is why it’s important to include both in your investment portfolio.

Yieldstreet is an online investment platform providing investments in alternative assets. That includes art, short-term notes, private credit, crypto and more.

For investors who want to know what a REIT is, we explain what they are, the different types of REITs, how they work, how they're taxed, the pros and cons, and how to buy them.

There are many factors to consider as you look for the best place to spend your retirement. Climate, taxes, and access to local recreational opportunities are just a few.

A successful retirement doesn’t happen by chance — it takes planning and saving over the course of your working life.

Empower has robust free budgeting and planning tools, but its robo-adviser and advisor services have high minimums, and some of the management fees can be high.

When the Fed increased interest rates it had a ripple effect throughout the economy. Consumers are still dealing with this shift, and savers can still benefit.

Investing in stocks is a great way to build wealth. Before getting started it’s important to do your homework upfront.

Are you wondering what the average retirement age is? It varies based on money, health, and lifestyle. We share stats, tips and advice to help you reach your goals.

Converting money in a 401(k) to an IRA when leaving your job is an excellent way to preserve the tax-advantaged status of this money.

Both SEP-IRAs and solo 401(k)s are solid choices as retirement plans for the self-employed and for entrepreneurs. There are differences between the two types of plans to be aware of.

A Roth IRA is a type of IRA where contributions are made after-tax and money can be withdrawn tax-free if certain conditions are met.

Traditional and Roth IRAs offer different methods of saving for retirement, most notably how withdrawals are taxed.

IRA stands for individual retirement account. IRAs are tax-advantaged accounts that allow investors to save and invest for their retirement.

Acorns is an investment and banking app that makes managing your money easy for a small monthly fee. Learn more about Acorns here.

A stop-loss order is an investment tool used to limit downside risk in stock positions. Here’s how you can use it to better manage risk in your portfolio.

Periods of rising interest rates can impact different types of investments in various ways. Investors need to understand the impact of rising rates on their portfolio.

A margin account is a type of brokerage account that allows investors to buy desired securities on credit.

A call option is a financial contract that gives the holder of the contract the right to buy an asset at a specified price within a specific timeframe.

Stock market investing is a proven path to increasing your wealth. However, many investors are unsure of how the stock market works or how to get started.

What is an accredited investor? Learn what it means, what you have to do to qualify as one, what companies look to hire them, and the pros and cons of being an accredited investor.

Looking for a trustworthy and ethical financial planner without a conflict of interest? Here’s a look at what a Certified Financial Planner (CFP) is and what they do.

Rather than watch trade prices fluctuate, a limit order can help you buy or sell at specific prices. Here’s a look at what is a limit order and how to use them.

Mutual funds pool investor’s money together and invest in stocks, bonds or cash based on the fund’s objective. Mutual funds offer professional management for investors.

Social Security benefits are a key retirement income source for most workers. Be sure that you understand how your benefit is calculated in order to take steps to maximize it.

A 401(k) is an employer-sponsored defined contribution retirement plan that allows employees to save and invest for their retirement.