Financial advice professionals have used the 4% rule as a benchmark for advising their clients in scheduling their retirement ...

The 60/40 rule suggests that investors park 60% of their money in stocks and 40% in bonds. The stocks deliver growth, but ...

Discover how ETFs navigate the wash-sale rule due to their unique structure, offering tax benefits not available to mutual ...

The 4% rule is pretty simple. You start by withdrawing 4% of your individual retirement account or 401 (k) balance your first year of retirement. You then adjust future withdrawals for inflation. If ...

The suspension of the Affiliate Rule creates inconsistent US export controls for US technology firms, introducing compliance ...

Forbes contributors publish independent expert analyses and insights. Host of the Retire Sooner podcast and CFP™ practitioner. Happiness may be subjective, but with multiple studies suggesting ...

Warren Buffett has spent a lifetime mastering one of the hardest skills in the world, rational decision making under uncertainty, and he insists it did not take a mythical 10,000 hours of rote ...

Learn how the Brochure Rule impacts investment advisers and clients with essential disclosure requirements under the Investment Advisers Act of 1940.