As the last of the Baby Boomer generation has turned 60, recalibrating retirement nest eggs towards more income will be ...

Vanguard has announced the largest fee cut in its history, and the money manager says the move will save clients $350 million this year. Fees on 87 different funds were reduced an average of 20%; ...

Choosing a fund—whether an exchange-traded fund (ETF) or a mutual fund—involves a bit of analysis, but it doesn’t have to be complicated. Here, we make the process easy by giving some simple ...

S&P has been able to leverage its moat to obtain solid pricing power, typically around 3%-4% per year. In 2024, S&P's rack rate for corporate finance ratings was 7.90 basis points, compared with 6.25 ...

Well, for those seeking a diversified portfolio ... Passive bond ETFs track an external bond index. They try to match the performance of that index by buying a sample or all of the bonds tracked ...

SoFi Invest comprises a few different services: active trading, retirement ... ETFs in your automatically managed portfolio. The two that were included in Forbes Advisor’s sample portfolios ...

The SPDR S&P 500 ETF (SPY) is the first index ETF and one of the most traded. Benefits and Drawbacks of Passive Investing Maintaining a well-diversified portfolio is important to successful ...

Buffered ETFs are a newer investment option designed to minimize risk in retirement portfolios. They protect against market downturns while still capturing gains, making them ideal for retirees ...