Advisors

larryhw | iStock / 360 | Getty Images The annual rate for newly bought Series I bonds could top 5% in November — and there are several things to consider before adding more to your portfolio, experts say.   November’s rate for new purchases could be higher than the current 4.3% interest on I bonds bought

The floor of the New York Stock Exchange. Spencer Platt | Getty Images August and September are historically the worst months for stocks. That was the case this year, as the S&P 500 index fell 6.5% over that span. Much of the time, however, the rest of the year can provide a respite, helping investors

About half of holiday shoppers have already started making purchases or plan to begin by Halloween, according to a recent Bankrate survey.  Most of them will use credit cards to pay for at least some of their purchases, the survey shows. “A couple of years ago, early holiday shopping was all about the supply chain

Ethan Hawke sits with Winona Ryder in a scene from the 1994 film “Reality Bites.” Universal Pictures | Moviepix | Getty Images As Generation X knows all too well, “reality bites,” to quote the iconic 1994 film of the same name. Most Gen Xers — roughly defined as those born between 1965 and 1980 —

Cravetiger | Moment | Getty Images The 60/40 portfolio — a cornerstone strategy for the average investor — has been stressed by the pandemic-era economy and market dynamics. However, “the 60/40 portfolio certainly isn’t dead,” Holly Newman Kroft, managing director and senior wealth advisor at asset manager Neuberger Berman, said Thursday at the semiannual CNBC

Demonstrators call for immigration reform near the White House on Feb. 14, 2022. Nicholas Kamm | AFP | Getty Images As the U.S. fertility rate continues to fall, there are growing concerns about the long-term economic impact: A smaller population means less tax revenue, which could reduce funding for programs such as Social Security and

Justin Sullivan | Getty The Powerball jackpot surged to an estimated $1.73 billion, the second-largest prize in the game’s history, without a winning ticket on Monday. While it’s the first time Powerball has seen back-to-back billion-dollar grand prize cycles, lottery jackpots have gotten bigger more frequently over the past several years, experts say. The next

Kaiser Permanente employees, joined by Union members representing the workers, walk the picket line in Los Angeles on Oct. 4, 2023. Frederic J. Brown | AFP | Getty Images As 2023 proves to be a massive year for worker strikes, the push to provide people on the picket line with unemployment benefits is also heating

DjelicS | Getty If you filed a tax extension for more time on your 2022 return, the deadline is fast approaching. The federal tax extension deadline on Oct. 16 is the last chance to avoid a late filing penalty, according to the IRS. However, some filers in disaster areas may have additional time. “The best

Cecilie Arcurs | Getty Images There’s a staffing shortage in the accounting industry, and it’s not too early to lock in a tax preparer for next season. If you need someone with specialty expertise — such as the employee retention tax credit or cryptocurrency taxes — it may take longer to find a qualified match.

Amid heightened economic uncertainty, Americans, overall, are saving less. The personal savings rate — how much people save as a percentage of their disposable income — was 3.9% in August, well below a decadeslong average of roughly 8.9%, according to the latest data from the U.S. Bureau of Economic Analysis. And yet, consumers continue to spend,

The Powerball jackpot hit $1.2 billion on Oct. 3, 2023, the third biggest prize in the game’s history. Scott Olson | Getty The Powerball jackpot has climbed to an estimated $1.2 billion — the third-largest prize in the game’s history — without a winner on Monday night. Among the winner’s big decisions will be the