A bond ladder is a portfolio of bonds of different maturities that maintains a stable duration target. (A bond's duration reflects its sensitivity to changes in interest rates.) Whenever a bond ...

CEO Jamie Dimon set off alarms last fall when he warned of lurking "cockroaches" in the credit market. Dimon's analogy is inaccurate - cockroaches are highly resilient insects that have survived for ...

Her research also found that male caregivers experienced somewhat larger divorce effects than women. The study found, for instance, that caregiving increased the probability of divorce by 2.7 ...

The U.S. stock market looks indestructable. Nothing - not war, inflation, higher interest rates, economic slowdown, doubts about earnings or technologies, questionable leadership, not damage to ...

I'm selling my house on Maui - valued at roughly $1 million, mostly on the strength of the location. I haven't bought or sold property since the National Association of Realtors ruling that decoupled ...

Kevin Warsh is facing unexpected constraints on interest rates and the economy. Warsh was supposed to act as the rate-cutting release valve for Trump's second term. Instead he inherits an energy shock ...

My sister recently retired and, all going well, will turn 67 next year. She has the option of taking Social Security now or waiting until age 70. How do I help her figure out where it breaks even ...

Dear Fix My Portfolio, An adviser contacted me recently about doing a Roth conversion. He recommended doing a one-time lump sum conversion of a 401(k) using a self-directed IRA with an LLC. He said I ...

This linkage between the private-credit and private-equity markets is crucial for projecting the two investments' respective returns in coming years. Since equity is junior to debt in the capital ...

For the first time since Silicon Valley Bank failed in March 2023, the largest pool of capital on Earth has decided rates go up from here, not down. The bond market is the only adult in American ...

Annuities are products sold by life-insurance companies that convert a lump sum into a guaranteed income for life. They are the closest way to convert current "defined-contribution" retirement plans, ...

Stocks pushed back toward record highs, despite rising bond yields and oil prices that may not head significantly lower any ...