The S&P 500's returns are measured using time-weighted returns (TWR), which don't account for cash flows like withdrawals. If you're retired and withdrawing funds, comparing your portfolio to the S&P ...
Advisers who appear on a "best of" list typically ask their firm's compliance officer to vet the ranking methodology before promoting their "accomplishment." This clears them to mention the list in ...
Investors owning cannabis stocks will no doubt hope for a reversal of fortunes in 2025 after a year of bruising losses in equity prices tied to the business of legalized marijuana in the U.S. With ...
I read that the bank discourages people from storing jewelry and coins in the boxes, so I did not rent one' Dear Quentin, Is it safe to keep valuables in a bank safe-deposit box? It sounds like a ...
'I understood that, in California, hospitals and funeral homes have to notify the court when someone dies' ...
On his first day in office, President-elect Donald Trump is likely to confront a U.S. stock market that is more overvalued than on any other Inauguration Day in U.S. history.