Suzanne Woolley
WealthManagement.com
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Past articles by Suzanne:
Will the 60/40 Portfolio Stage a Comeback in 2023?
Strategists say the classic split between stocks and bonds still makes sense, though some are tweaking the mix. → Read More
401(k)s Tanked in 2022. Here’s What to Do in 2023.
There are some signs of relief that may set up savers for higher future returns, particularly in the bond market. → Read More
Robinhood Wants Your Retirement Dollars
A new product aimed at gig workers gives a 1% match on IRA contributions. → Read More
Social Security Bump Is Rare Good News for Retirees Battling Inflation
On average, Social Security checks will rise by more than $140 a month starting in January. → Read More
Survival Tips for Retiring When Stocks Sink and Inflation Is High
It’s crucial to recalibrate retirement spending plans to ensure your nest egg lasts. → Read More
Yield-Hungry Investors Are Flocking to High-Dividend ETFs
With bonds slumping, a record amount of money is pouring into exchange-trade funds focused on big dividend payouts. → Read More
Plan for Retirement? Millennials Don’t See the Point
A new study finds 45% of investors aged 18 to 35 are waiting for more “normal” times to start saving. → Read More
The Pandemic Is Taking a Toll on Your Managers’ Mental Health
A new survey takes the pulse of U.S. workers on pay, work-life balance and more. → Read More
Has the Tech Bubble Deflated Enough to Be a Buy?
There are six things to consider when trying to decide whether the tech stock mania has run its course. → Read More
These 10 Mutual Funds Have the Most Exposure to Russia
The GQG Partners Emerging Markets Equity Fund had 16.6% of assets, or about $1.5 billion in U.S. dollars, exposed to Russian securities at the end of September. → Read More
Morgan Stanley Veteran Ronald Thacker Joins $3.5 Billion Americana Partners
Ronald Thacker will be based in Austin and help Americana with expansion plans in Texas and other states. → Read More
How to Arbitrage Your U.S. Taxes for Difficult Economic Times
If tax rates are likely to be higher then, the thinking goes, why not pay taxes on some of the money held in tax-deferred accounts now, at today’s presumably lower rate, and let it grow tax-free in a Roth? → Read More
Your Clients Are Killing It With Their 401(k)s—on Autopilot
Auto-escalation nudges employee contribution rates up one percentage point a year until they reach a cap. It's helped retirement accounts reach record highs. → Read More
Your Client's Money in Trump’s First 100 Days: A Highlight Reel
From financial regulation to student loans to taxes, here’s what just happened, good and bad, and what to watch in the days to come. → Read More
Think You’re Set for Retirement? Don’t Get Too Comfortable
The dark side of optimism is overconfidence. → Read More