Personal saving
The next U.S. president could face a tax battle in 2025 — here’s what it means for investors
This combination of pictures created on October 25, 2024 shows US Vice-President and Democratic Presidential candidate Kamala Harris in Houston, Texas on October 25, 2024 and former US President Republican presidential candidate Donald Trump in East Del Valle, Austin, Texas on October 25, 2024. Getty Images As millions of Americans cast ballots on election day, […]
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Why 401(k) plans are the ‘final frontier’ for exchange-traded funds
ETF Strategist Why 401(k) plans are the ‘final frontier’ for exchange-traded funds Published Thu, Oct 17 202410:49 AM EDT Greg Iacurci@GregIacurci WATCH LIVE Source
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Here’s why the U.S. retirement system isn’t among the world’s best
Key Points The U.S. retirement system gets a C+ grade and ranks No. 29 out of 48 in the Mercer CFA Institute Global Pension Index. Retirement plan coverage and 401(k) “leakage” are among the two primary problem areas, experts said. Policymakers have taken some steps to improve the system. Source
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As interest rates fall, it’s a ‘fantastic time’ to revisit bonds, advisor says — here’s why
Lucy Lambriex | Stone | Getty Images As the Federal Reserve cuts interest rates, investors should review their bond portfolio, which could see a boost from dovish Fed policy. The central bank in September kicked off its first easing campaign in four years with a 50 basis point rate cut, which brought its benchmark rate […]
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Warren Buffett’s S&P 500 bet paid off. Experts weigh in on whether it’s still a winning strategy
Warren Buffett, Berkshire Hathaway CEO and chairman. Cnbc | Nbcuniversal | Getty Images In 2007, Warren Buffett made a $1 million bet that he could outperform hedge fund managers over the course of a decade by investing in an S&P 500 index fund. In 2017, he won. Some individual investors are making similar bets on […]
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401(k) savers can access one of the ‘rare guarantees’ in investing, CFP says
Key Points A 401(k) match is often considered free money. Most employers offering a 401(k) plan make a matching contribution on workers’ savings. Workers may need to stay at the company for a certain number of years before the match is fully theirs, however. Source
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Planning to delay retirement may not rescue you from poor savings
Key Points Many people expect to keep working because they need extra retirement income. However, research shows workers often retire earlier than planned, perhaps due to a layoff or poor health. That means workers can’t rely on delayed retirement as a financial plan. For those who are able, working longer is among the best ways […]
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This 38-year-old is financially independent with passive income. Here’s how he built a 7-figure real estate portfolio
Shu Matsuo Post, 38, built a $2 million real estate portfolio, according to documents seen by CNBC Make It. Courtesy of Shu Matsuo Post The idea of financial independence can mean different things to different people, but one common way to define it is having enough money that you no longer need to rely on […]
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This is the ‘billion-dollar blind spot’ of 401(k)-to-IRA rollovers, Vanguard finds
Key Points Moving money from a workplace retirement plan like a 401(k) plan to an individual retirement account is common when switching jobs or retiring. Savers are often unaware their 401(k)-to-IRA rollovers sit in cash as a default. Holding excess cash is generally a mistake for long-term investors. Source
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These are the top 10 MBA programs in the world in 2024, according to LinkedIn
Stanford University has the top MBA program in the world in 2024, according to LinkedIn. David Madison | Getty Images Sport | Getty Images The Stanford Graduate School of Business is the No. 1 Master of Business Administration program in the world in 2024, according to LinkedIn. This year, eight of the top 10 universities […]
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