The investor shift away from mutual funds to exchange-traded funds has eroded an important revenue stream for brokerage firms. Susan Bao’s large-cap JPMorgan fund has outperformed the S&P 500 over ...

Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...

401(k) contributions increase in 2025 and 2026, aiding longer-term savings growth. Qualified distributions from a 401(k) start at age 59 1/2 or separation after age 55. Early 401(k) withdrawals incur ...

Vanguard Long-Term Bond ETF (BLV) - $0.2774. 30-Day SEC Yield of 5.21% as of Jan. 28. Payable Feb 04; for shareholders of record Feb 02; ex-div Feb 02. More on Vanguard Long-Term Bond Index Fund ETF ...

Vanguard Core Tax-Exempt Bond ETF (VCRM) - $0.2306. 30-Day SEC Yield of 3.76% as of Jan. 28. Payable Feb 04; for shareholders of record Feb 02; ex-div Feb 02. More on Vanguard Core Tax-Exempt Bond ETF ...

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Physicians Mutual Medigap plans are expensive. But the company's Innovative Plan G has low rates and good coverage. Physicians Mutual Medicare Supplement plans are usually expensive. Plan G costs an ...

Withdrawals from a 401(k) before age 59 1/2 generally incur a 10% penalty plus income taxes. Penalty-free early withdrawals are allowed for hardships like medical costs or disasters. At age 73, RMDs ...

The investment seeks growth and income. The fund invests at least 80% of its net assets in a wide range of energy-related financial instruments issued in the U.S. and markets around the world.

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...