What’s a ‘good enough’ financial plan?

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

Why taking Social Security at 62 might make sense for you. Even if the ‘basic math’ says otherwise

The problem with the “basic math” behind delaying Social Security is that it often overlooks longevity risk. While it’s true ...

Too many investors are forgetting 1 key element of their portfolio strategy. Here’s how to make sure you’re not missing out on returns in 2026

One notable pitfall of this strategy is the wash-sale rule, which can disallow a loss if you buy “substantially identical” ...
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Retiring Early With Index Funds. What the Math Says After Taxes

Index funds have basically become the default recommendation for retirement investing, and for good reason, as low fees, broad diversification, and decades of data showing they outperform most ...

Primis Financial Corp. (FRST) Q4 2025 Earnings Call Transcript

Q4 2025 Earnings Call January 30, 2026 10:00 AM ESTCompany ParticipantsMatthew Switzer - Executive VP & CFODennis Zember ...

The Long Game Portfolio Strategy With David Gardner

In this episode, David Gardner, co-founder and chief rule breaker at The Motley Fool, talks about how investors can cut through noise and build lasting wealth. Read more here.

A Financial Advisor Told Him To Move $50K Out Of His 401(k) Into A Traditional IRA In 2021. Five Years Later, He's Only Up $2K

In 2021, a 34-year-old investor followed what sounded like standard advice. He rolled about $50,000 from his 401(k) into a ...

Best Degrees for a Hedge Fund Career: Finance, Math & More

Discover top bachelor's degrees to kickstart your hedge fund career, including finance, economics, math, and engineering.

You should probably stop waiting until 70 to claim Social Security. Here’s the math that will open your eyes (but nobody likes to show)

Some experts say the standard advice is only suited to people who meet two criteria.

He Retired at 63 Debt-Free With $1.5 Million. The Math Told a Different Story

Retiring debt-free with $1.5 million saved isn't a guarantee of flexibility. The tradeoff is certainty versus control. For some retirees, eliminating the mortgage is worth every dollar. For others, ...

Quantum Computing and the Financial Services Industry: The Dawn of a New Era in Banking

Today, a new technological revolution is emerging: quantum computing. With its unprecedented computational power, quantum computing is expected to transform everything from risk analysis and portfolio ...

Bankwell Financial Group, Inc. (NASDAQ:BWFG) Q4 2025 Earnings Call Transcript

Bankwell Financial Group, Inc. (NASDAQ:BWFG) Q4 2025 Earnings Call Transcript January 29, 2026 Bankwell Financial Group, Inc. misses on earnings expectations. Reported EPS is $1.16 EPS, expectations ...