Today's retirees are getting hit hard by reduced bond yields - and the Social Security picture isn't too rosy either. Right now and for the near future, Social Security benefits are still being paid, but it has been estimated that the Social Security funds will be depleted as soon as 203...
If you're thinking, "I want to invest in a dividend-focused ETF or mutual fund," make sure to do your homework. It's important to know that some mutual funds and specialized ETFs charge high fees, which may diminish your dividend gains or income and thwart the overall objective of this...
Canadian mutual funds (a very common way to invest in stocks and bonds) have the highest mutual fund fees in the world at about 2% in 2022according to Morningstar mutual fund expert Ian Tam. That means that if you have a $500,000 portfolio, you’re paying about $10,000 every year in...
"Investing in these stocks means backing businesses that have demonstrated strong financial performance and resilience over time, which is a positive indicator for future performance, although it's not a guarantee," Rose said. Best Mutual Funds and ETFs for Retirement Today Mutual fund or ETF Expe...
HNDL is a fund-of-funds ETF that seeks to generate a high level of income for holders. The way that HNDL is structured, the cash flows paid to investors are distributions and not dividends. The fund is intended for those seeking above-average income flows and who are willing to take on...
8 Top-Performing Fidelity Funds Here's a look at which Fidelity mutual funds have outperformed their peers over the past decade. Tony DongMarch 21, 2025 7 Best International Stock Funds to Buy International funds can help investors easily diversify away from a U.S.-heavy stock portfolio. ...
The next major source of income is to sell additional investment assets, such as stocks or mutual funds, in the most tax-efficient way possible. But which accounts should you tap first—and in what proportion? If RMDs aren't likely to push you into a higher tax bracket . . . ...
“ETFs are an ideal choice for novices because they are easy to understand, highly liquid, inexpensive and have far better potential returns because of far lower costs than mutual funds,” Graves says.Another key risk is that stocks or ETFs can move down significantly in short periods of time...
dividend-producing stocks and equity mutual funds can help hedge your retirement portfolio from inflation risk. These investments also give your portfolio the opportunity to benefit from strong market performance — which is increasingly important for retirees, as many people are spending 20 or more ye...
From government and corporate bonds to stocks and stock mutual funds, fixed-income investments can provide a steady, predictable source of income, often with lower risk than other investments.