8 Stocks to Buy Now... and 5 to Sell

These shares are poised for gains in 2021.

Best 401(k) Funds From Vanguard

Use our guide to the most popular actively managed offerings for retirement accounts.

R.I.P. 60-40 PORTFOLIO

The old standby allocation of 60% stocks and 40% government bonds might not work for buy-and-hold investors anymore.

Our Favorite Dividend Stocks

In a wacky year, payouts from our income picks held steady.

Make the Bank Pay You More

This brutal year has been horrendous for those who hold stock in banks and related financial companies. But just as daily life shall improve for society, the same is true for bank shares.

HOW TO INVEST FOR A WEAKER DOLLAR

The greenback is fading—but that doesn’t mean your portfolio has to.

Keeping an Eye on Future Returns

Here’s what experts see ahead—and way ahead—for the performance of stocks and bonds.

How We Lose When We Overlook Black Talent

Comments from the Wells Fargo CEO reflect a culture that tramples on clients’ trust and limits opportunities for people of color.

ESTATE PLANNING DURING THE PANDEMIC

Here’s how to prepare for the worst in this terrible, horrible, no good, very bad year.

Financial Service Firms That Treat You Like a Star

As a personal finance publication, we spend a lot of time evaluating the numbers when we recommend financial institutions and their products. We spotlight banks that offer high-interest rates and low fees on checking and savings accounts, and we note credit card issuers that provide ample cash back or points on everyday spending. When you’re in the market for a mortgage, we encourage you to shop for a low-interest rate, and we advise you to regularly compare premiums on home and auto insurance policies. // But many would argue that exceptional customer service is just as important as low fees or competitive interest rates. An insurance company is worth its weight in gold if its agents are responsive and fair when you’re dealing with a damaged car or home. A mortgage lender that helps pave the way to a smooth close on a home purchase can save you a lot of headaches. And banks and credit card issuers with strong customer service teams can quickly put a lid on fraudulent activity or other problems with your accounts.

A Financial Mastermind

The Great Philanthropist

Some Inflation Is Better Than None

A few weeks ago, at a socially distanced backyard lunch, my recently retired friend Richard, a cautious saver and investor bemoaned the pittance his and other banks pay depositors.

SMART WAYS TO SPEND $1,000

Got a little extra cash sitting in your bank account? Consider some timely ideas for putting it to good use. On our list: financial gifts for family, contributions to charity, sprucing up your home and buying a new bike. Got even more cash on hand? We also have suggestions for ways to spend up to $10,000.

Sleep Tight Portfolio Fixes

You’ve got problems. We’ve got solutions. Use our guide to keep your portfolio from keeping you awake, no matter what the market does.

YOUR GUIDE TO Open Enrollment

Your health insurance options may look a little different this fall. Meanwhile, the cost of coverage continues to climb.

How to Pay for Homeschooling

You may be able to save money with tax-advantaged savings accounts or tax breaks from your state.

Make the Most of a Buyout Offer

Handled wisely, your buyout could help you build a bridge to retirement without jeopardizing your financial security.

5 Signs You're Ready to Retire

PROFESSIONAL INSIGHT FROM PERSONAL CAPITAL

Advice From a Pro: Invest in Yourself

Christine Benz tells women to match investment risk to their longer life expectancy.

Give Your Portfolio Some Shine

With a weaker dollar and inflation stirring, it’s probably a good idea to diversify with a little gold.

Tame Inflation Risks With These Hedging Strategies

FOR MANY INVESTORS in the U.S., high inflation may feel like a distant worry—an historical footnote from the 1970s or a problem of poorly run economies in emerging markets. But there are signs indicating that some investors are worried. Bloomberg can help you see how they’re hedging their portfolios and what you can do to prepare for a dramatic change in prices.

The Crisis Fighters

The Crisis Fighters Central bankers used to bail out financial institutions. In a world wracked by Covid-19, they’ve doled out almost $9 trillion, some of it to a motley cast of unlikely beneficiaries. Will it ever end?

Using Growth Factors to Pick Investments in Equities and Bonds

IN LATE MARCH, the U.S. markets started their amazing recovery from the Covid-19 chaos and economic uncertainty.

Looking to Follow the Fed? Here's How to Find Key Data for That

CHAIR JEROME POWELL has repeatedly said the Federal Reserve is committed to using its full range of tools to support economic activity.

China's Growth Story Isn't What It Seems

GROWING UP IN Bulgaria with the Soviet bloc crumbling around me, I knew from experience the communist gift for turning gold into dross.

Slice and Dice Holdings Data For Insights Into Where Money Is Moving

WHERE’S THE SMART money going nowadays?

Monitor the Race For a Covid-19 Vaccine

ON AUG. 11, Russian President Vladimir Putin announced the first registration of a coronavirus vaccine, saying production was slated to begin even while drug trials continued.

KRISTALINA GEORGIEVA: ‘Been There, Done It'

Growing up in communist Bulgaria turned the IMF’s managing director into a committed capitalist. Now she wants to help make capitalism better

It's Easy to Build Custom League Tables That Show Wallet Share

WITH THE COVID-19 crisis driving down corporate revenue, many companies are resorting to borrowing—taking advantage of low interest rates and Federal Reserve lending programs. Stockpiling cash can help them navigate the uncharted territory of the pandemic.

Analyze How Private Equity And Hedge Funds Affect Portfolio Risk

IN THE WAKE OF the global financial crisis, money flooded into private equity as yield-hungry investors chased returns.