Christine Benz

Low-maintenance, low-cost investment mixes for retirees, younger savers, and everyone in between.

Despite strong gains for the broad market, investors may find tax losses in their equity and bond portfolios.

5 takeaways for investors who own funds in taxable accounts.

Amy Arnott and John Rekenthaler discuss Morningstar’s latest research, including flexible withdrawal strategies, guaranteed income sources, and TIPS ladders.

The veteran retirement columnist reflects on a two-fund portfolio, safe spending rates, and the role of home equity in retirement cash flows.

Big inheritances can be a sign of underconsumption and suboptimal planning.

The ‘godfather of the FI movement’ discusses the key takeaways from his latest book, where he turns for financial wisdom, and what higher yields mean for investors.

These year-end oversights can cost you.

PitchBook’s head of research on what predicts performance in private markets, the effect of rising rates on deal-making, and more.

Schwab’s chief global investment strategist on the Middle East Conflict, the state of the global economy, why bond yields are rising, and more.

Straightforward investment mixes for retirees’ and savers’ tax-sheltered and taxable accounts.

Don’t let hawkish talk from the Federal Reserve upset your financial plan.

The University of Wisconsin professor on the challenges of decumulation, the connection between defaults and abandoned retirement accounts, and the ‘hassle costs’ that can weigh on workers.

Use these strategies to improve your portfolio’s aftertax results in the coming year.

The successful manager of T. Rowe Price Capital Appreciation discusses the new ETF he’s running, stock-picking, index concentration, and more.

Roll it over or stay put? Six questions to help you decide.

How to get a jump on year-end investment portfolio planning.

The senior CNBC markets commentator on inflation, Fed policy, the economic outlook, stock market risks, and more.

Documenting improvements can boost cost basis, lower the odds that you’ll owe.

The Income Solutions founder discusses the role of annuities in retirement plans and her quest to add transparency to a historically opaque space.