Articles

Despite the headlines, the global equity markets posted gains last quarter and for the year.

Planning for your financial future is largely a question of dealing with the constant tension between living for today and saving for some future event.

You might think that you can’t qualify, but many well-paid families are eligible.

This is a visual summary of the process of getting out of debt.

Pen-and-paper roleplaying games have a lot of unique lessons to offer, particularly for policymakers and managers.

Is it a crash or just a correction? On average, the drop from peak to trough takes 85 days and the markets have recovered after another 107 days.

For those who do not want to be investors, a fast-track repayment may be best. But for those willing to save and invest, there is a better option.

Is there something I need to do today or tomorrow?

Advisors have helped to shift fund management toward stewardship, but many fund companies still have room for improvement.

The majority of advisors make the mistake of having significant or moderate use of actively managed funds.

Careful tax planning can avoid much of the capital gains tax.

You have laid a good foundation: you are out of debt (or out of bad debt) and you’re ready for a clean start. Commit to keeping your financial life that way.

Organic food has a reputation for being healthier than non-organic food, but neither of these claims should be taken at face value.

Most investors don’t understand what that means.

After automating your entire investment plan, you can save and invest without even having to watch.