Some pension plans let retirees choose between smaller lifelong income payments or a large lump sum. If one or both spouses are in line to receive pensions, a couple should at least explore some of the possibilities for lump sum investment.
The U.S. stock market wrapped up February on a mixed and somewhat disappointing note. The S&P 500 and Nasdaq Composite both closed the month in the red, with the tech-heavy Nasdaq posting a steeper decline of around 3.4%, while the Dow Jones Industrial Average squeaked out a small gain of about 0.2%—its 10th straight monthly advance. After a robust January, the early-2026 tech rally lost steam as investors grew wary of heavy market concentration in mega-cap stocks. Tech names faced selling pressure, prompting profit-taking amid questions about lofty valuations. This rotation favored more defensive...
The investment markets have been gripped by a persistent case of “AI anxiety.” While the term is frequently tossed around by analysts, it actually masks two deeply contradictory fears. On one hand, we fear AI will be too successful,...
The overall inflation rate has settled down to somewhere between 2.6% and...
The 7.5% Silver Lining: Navigating the High Cost of Health and Taxes The...