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Browsing Tag

securities

80 posts
PPersonal finance
‘Tell me what to steer clear of.’ I live in a male-dominated religious society in Utah, but I only want a female adviser to help me with money. How will this work?
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‘Tell me what to steer clear of.’ I live in a male-dominated religious society in Utah, but I only want a female adviser to help me with money. How will this work?

  • December 30, 2025
Question: “I’m particularly interested in female financial advisers. I live in Northern Utah and it’s a male-dominated religious…
PPersonal finance
It’s time for a retirement checkup: 5 easy ways to stay on track
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It’s time for a retirement checkup: 5 easy ways to stay on track

  • December 29, 2025
Jessica Hall is a retirement reporter for MarketWatch. She was an Age Boom Academy Fellow with Columbia University…
PPersonal finance
10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026
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10 money experts on the financial New Year’s resolutions they’re making for themselves for 2026

  • December 29, 2025
Even financial advisers make money-related New Year’s resolutions. So we asked 10 of them: What financial resolutions are…
AArtificial intelligence
What are the hottest tech stocks for 2026? Here’s what ChatGPT and Gemini had to say.
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What are the hottest tech stocks for 2026? Here’s what ChatGPT and Gemini had to say.

  • December 28, 2025
Published: Dec. 27, 2025 at 8:00 a.m. ET In order to achieve artificial general intelligence, or AGI, a machine…
PPersonal finance
I need ‘a plan for the rest of my life.’ I’m 78 with $185K in my 401(k) and Social Security of $2.8K a month. So now what?
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I need ‘a plan for the rest of my life.’ I’m 78 with $185K in my 401(k) and Social Security of $2.8K a month. So now what?

  • December 19, 2025
Question: “I am 78 years old and I have $185,000 in my 401(k). I take a $1,800 withdrawal…
AArtificial intelligence
Nvidia and other chip stocks rise — but that doesn’t mean the AI trade is back for good
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Nvidia and other chip stocks rise — but that doesn’t mean the AI trade is back for good

  • December 18, 2025
Last Updated: Dec. 18, 2025 at 4:51 p.m. ETFirst Published: Dec. 18, 2025 at 2:12 p.m. ET Some on Wall…
PPersonal finance
I’m only 54 and my 401(k) plan is emailing me about buying annuities. Is this something I should do? - MarketWatch
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I’m only 54 and my 401(k) plan is emailing me about buying annuities. Is this something I should do? – MarketWatch

  • December 17, 2025
I’m only 54 and my 401(k) plan is emailing me about buying annuities. Is this something I should…
PPersonal finance
‘We never know what we’ll get.’ I’m 60 with no savings and just $20K invested. I’m worried my brother is mishandling my trust — and now it won’t last for life
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‘We never know what we’ll get.’ I’m 60 with no savings and just $20K invested. I’m worried my brother is mishandling my trust — and now it won’t last for life

  • December 17, 2025
Question: “I am 60 years old with no savings. I have $20,000 in an online investment account. I…
PPersonal finance
‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?
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‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?

  • December 12, 2025
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
PPersonal finance
‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?
Read More

‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?

  • December 12, 2025
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
PPersonal finance
Senators’ war with Social Security continues — this time it’s about slashing visits to field offices
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Senators’ war with Social Security continues — this time it’s about slashing visits to field offices

  • December 11, 2025
Published: Dec. 11, 2025 at 3:55 p.m. ET The war between a handful of senators and the Social Security…
PPersonal finance
‘My income isn’t enough to enjoy life.’ I’m 78 and a widow with no kids. I need to live on $250K, Social Security, a pension and an annuity that ‘I regret.’ Help.
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‘My income isn’t enough to enjoy life.’ I’m 78 and a widow with no kids. I need to live on $250K, Social Security, a pension and an annuity that ‘I regret.’ Help.

  • December 11, 2025
Question: “I’m 78 years old, a widow and have no children or grandchildren. I sold my house and…
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