Investing

August 10, 2026Two tech giants delivered big gains for investors 15 years ago. Apple built an ecosystem of devices and services around the iPhone. Nvidia moved from gaming chips into data centers and artificial intelligence (AI). A $2,000 stake in either company would have appreciated significantly, but one far outpaced the other. What $2,000 Invested in Apple… read more…

August 10, 2026If you want to retire on dividend income alone, your portfolio must generate enough annual income to cover your living expenses without selling investments. For many retirees, that means accumulating a much larger portfolio than expected. Chasing higher dividend yields to make up the difference can backfire, putting both your income and your principal at… read more…

August 7, 2026Meta’s 2012 IPO did not deliver the strong early performance that some investors had anticipated, but that performance tells only part of the story. After the company’s sharp decline in 2022 and its subsequent recovery, the long-term picture looks different. Here’s how much a $2,000 investment at Meta’s IPO could be worth today. What $2,000… read more…

August 6, 2026Fifteen years ago, Tesla was a much smaller electric vehicle company than it is today. Since then, the stock has gone through two stock splits, periods of rapid gains and several steep declines. Even after accounting for that volatility, the long-term performance looks very different from where the company stood in its early years. Investors… read more…

August 5, 2026When an IPO surges on its first day of trading some investors sell their shares right away. This is called IPO flipping. IPO flipping is legal, but some brokerages may limit your access to future IPOs if you flip shares frequently. Selling quickly may also change how your profits are taxed. Company insiders also follow… read more…

August 3, 2026SpaceX began trading on June 12, 2026, with an IPO price of $135 per share, giving retail investors an opportunity to buy into one of the world’s most closely watched aerospace companies. A $5,000 investment at the IPO price would have purchased about 37.04 shares. By June 16, those shares had climbed to $225.64, increasing… read more…

July 29, 2026A $10,000 investment in Tesla five years ago would have experienced periods of significant gains and sharp declines. Investors who held their shares through those swings would have ended up with a different result than those who sold during the downturns. Here’s how much that investment could be worth today, and what the past five… read more…

July 28, 2026A $20,000 investment in Meta five years ago would be worth much more today, but the result did not come from a steady rise in the stock price. During 2022, the value of that investment fell, and some investors may have chosen to sell while others continued to hold their shares without knowing whether the… read more…

July 27, 2026High inflation doesn’t just raise prices at the store. It can also erode the purchasing power of cash, bonds and fixed-income streams, too. This means a portfolio can post a positive return on paper, and still lose ground in reality. The right response isn’t to panic or abandon a long-term strategy, however. Instead, it may… read more…

July 27, 2026Buying Nvidia stock 25 years ago meant taking a chance on a relatively small chipmaker with an uncertain future. Investors who held on through market crashes, tech booms and years of volatility now know how that story ended. However, the size of the payoff if you invested $1,000 back then is still impressively large. What… read more…

July 27, 2026Nvidia went public in 1999, years before its graphics chips became essential for training and running artificial intelligence (AI) models. At the time, the company was largely seen as another player in the competitive semiconductor industry. Here’s how much a $10,000 investment in Nvidia 20 years ago could be worth today, and what its growth… read more…

July 22, 2026SpaceX’s IPO was the biggest in history, raising $75 billion at $135 a share.1 The offering sparked much excitement, with retail investors keen on buying into one of the world’s most closely watched companies. If you had invested $2,000 at the $135 IPO price, here’s how much your investment would be worth today, and why… read more…

July 21, 2026Paying off your student loans before investing can make sense in some situations, but waiting to invest isn’t always the most cost-effective choice. If you postpone retirement savings or any other financial investments for several years, you may miss out on growth that can compound over time. Your decision may come down to whether the… read more…

July 20, 2026The 90/10 rule is an investment allocation strategy that allocates 90% of a portfolio to equities and 10% to short-term fixed-income instruments. The strategy was popularized by Warren Buffett in his 2013 letter to Berkshire Hathaway shareholders. There, he outlined instructions for the cash bequest left in a trust for his wife after his death:… read more…

July 20, 2026SpaceX is the largest initial public offering (IPO) in history, raising a record $75 billion and attracting interest from investors keen on owning a stake in Elon Musk’s rocket and satellite company.1 While a blockbuster IPO can fuel expectations of outsized gains, the value of any investment ultimately depends on how the stock performs after… read more…

July 6, 2026Since OpenAI filed a confidential S-1 with the SEC in early June 2026, banks have been targeting a Nasdaq listing as early as the fourth quarter of 2026, though the company has cautioned that timing is not guaranteed.1 Until any listing is complete, buying OpenAI stock directly is not available to most investors. That does not… read more…

July 6, 2026SpaceX went public on June 12, 2026. The IPO valued the company at roughly $1.75 trillion, making it the largest in history.1 Even if you didn’t buy a single share, you may now own SpaceX through your 401(k). Many total market, large-cap and Nasdaq index funds quickly added the stock, increasing its weight in millions of… read more…

July 6, 2026When SpaceX went public on June 12, 2026, it completed the largest IPO in history at $135 per share.1 But while the IPO created substantial wealth for many employees, it also marked the beginning of a series of financial decisions that could significantly affect how much of that equity they ultimately keep. Here’s what you need… read more…

July 2, 2026Inflation has a way of quietly undoing financial progress. A portfolio can post a positive return on paper and still lose ground if prices are climbing faster than the account is growing. After cooling toward the Federal Reserve’s target in early 2026, U.S. inflation has once again reaccelerated, reaching 4.2% for the 12 months ending… read more…

July 2, 2026You want your portfolio to grow, but you also want it to reflect what you believe in. Thematic ESG investing promises both: exposure to the trends you believe in that are reshaping the global economy, such as clean energy initiatives, while screening out companies with poor labor practices, weak governance or environmental red flags. It… read more…

July 1, 2026Bonds are generally less volatile than stocks and give bondholders a contractual claim to interest and principal, which makes them feel safer day to day. But safety has more than one meaning. A bond can lose real value to inflation for years without the issuer ever missing a payment, while a diversified stock portfolio that… read more…

July 1, 2026Traditional stocks and bonds have long been the foundation of most investment portfolios, but they’re no longer the only game in town. From private equity and hedge funds to commercial real estate and private lending, alternative investments have grown into a multi-trillion-dollar market attracting institutions and individual investors alike. These assets can offer new opportunities… read more…

July 1, 2026At this stage of life, you don’t want to gamble the $100,000 you spent decades building. But you also know it’s quietly losing ground to inflation just sitting there. So you do nothing, only to realize that this decision also carries its own set of risks. Here’s where you could put that money to work… read more…

June 29, 2026Bond investors pay close attention to the shape of the yield curve because it can offer clues about where interest rates and the economy may be headed. A steepening yield curve can signal changing expectations for economic growth, inflation or Federal Reserve policy. While it is not a guarantee of what comes next, it can… read more…

June 26, 2026A prediction market is a platform where participants buy and sell contracts tied to the outcome of future events. Prices on these contracts reflect the market’s collective estimate of how likely an event is to occur. In a winner-take-all contract, a share pays out $1 if the event happens and $0 if it does not.… read more…