For people in their 60s, retirement accounts typically hold more than $300,000 in stocks on average—but the median balance is closer to about $100,000. Taxable brokerage accounts vary widely, but ...

Baby Boomers (ages 61 to 79 in 2025) held the largest balances, averaging about $599,000, while the Gen X investors (whose oldest members started reaching 60 this year) averaged about $379,000. These ...

REITs deliver a bond-like income stream via steady dividend income. They also produce equity-like returns as their share prices rise. REITs can outperform bonds without increasing your portfolio's ...

Global Markets Update: Book Value and Balance Sheets Still Matter Over the past month, global markets have continued to reward narrative and speed while quietly discounting balance sheets, asset ...

My dividend growth portfolio, launched in 2021, was initially designed as a 'Never Sell' long-term wealth builder. Life changes, including a move to Albania and new tax considerations, prompted a ...

New York City-based Insight Holdings Group sold 3 million shares of SentinelOne in the third quarter. The position shrank by an estimated $60.5 million from period to period. Despite the sale, Insight ...

This "forever" portfolio includes two "Magnificent Seven" stocks that should remain magnificent. It features a conglomerate that's preserving its long-time leader's legacy. The portfolio also includes ...

On December 16, Julian Emanuel, Senior Managing Director at Evercore ISI, shared his outlook on the equity market and the ongoing influence of AI. When asked if the market can continue to climb ...

Making economic forecasts is difficult at any time. But in an age where investors have access to more data than ever, there seems to be more uncertainty than ever before. For example, in December 2025 ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...