Don't compare your retirement investments to the S&P 500
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 ...
A 'best of' list might be OK for a movie - but to find star money managers?
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 ...
Cannabis sector limps into 2025 because 'the gold rush is over'
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 keep hearing about break-ins in my neighborhood': Should I keep valuable items in a safe-deposit box? What are my options?
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 paid $15,000 for my friend's live-in boyfriend's funeral. He was in his 40s and only had $5,000 in the bank. What happens next?
'I understood that, in California, hospitals and funeral homes have to notify the court when someone dies' ...