Active ETFs are in growth mode, but they’re still way behind their passive brethren, and narrow-use vehicles flummox investors.

For investors who want some chaos protection, something in their portfolio that’s not correlated to U.S. or developed market stocks and bonds, a managed futures strategy could be the ticket.

Bill Bengen is an MIT-educated rocket scientist, retired financial advisor, and somewhat unintentional founder of “the 4% rule.” The widely used rule of thumb resulted from a study he did more than 30 years ago. His new book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More” is an update of this study.

Getting into Donald Trump’s head is no easy task. And to the extent his economic intentions are decipherable and coherent, can Trump impose his economic will on other countries? As tariffs go into place, albeit with a partial pause, that remains to be seen.

Christine Benz is Morningstar’s director of personal finance and retirement planning, but she’s written a book that evokes Viktor Frankl as much as Bill Sharpe, aiming to go well beyond the mathematics of saving for, and living in, retirement.

Are we going to have a recession? Are we already in a recession?

The utilities sector has outperformed most of the other sectors in 2024, and there are some very specific reasons why.

Investors starved for yield since the great financial crisis can now have it merely by holding cash reserves. At least for now (as of November 8), the U.S. three-month Treasury Bill was yielding 5.4%, up from 0.50% at the end of 2021 and 4.4% at the end of last year.

As the recent regime changes between value and growth illustrate, momentum is unlikely to be successful in the long term.