Brian J. OConnor
Posts
January Is Nearly Over. Have You Done Your Retirement Review?
While 2024 is still new, assessing where you stand in some key areas of personal finance can help smooth the transition to your later years.
In 2024, More Old 401(k) Accounts Could Be Forced Into Rollovers
In 2024, more low-balance, forgotten 401(k)s and similar retirement plans could be forced into rollover accounts, which don’t benefit their owners. Here’s what to know.
A Shock for Many Retirees: Social Security Benefits Can Be Taxed
When older Americans earn above a certain income level, they are often taken aback to find they owe federal income taxes on their benefits.
New E.T.F.s Turn the Funds’ Virtue of Low Risk on Its Head
Using a variety of means to bet on the direction of a single stock, they add a layer of complexity that worries some investment professionals.
Staying the Course May Be the Key to Wartime Investing
Experts say investors should resist the urge to make drastic changes to their portfolios because of global turmoil.
Stock Market Sectors Are Risky Bets, Rising and Falling Frequently
The returns for 2020 and 2021 followed a familiar pattern. One year’s winning investment picks were losers the next year.
Stock Sectors Are Risky Bets, Rising and Falling Frequently
The returns for 2020 and 2021 followed a familiar pattern. One year’s winning investment picks were losers the next year.