My Retirement Saver portfolios, which are geared toward people who have several—or possibly many—years until retirement, hold anywhere from 50% to 95% in stocks. Thus, it’s little wonder that all of ...

My retirement portfolio generated a record amount of realized gains for 2024, generating >$110k in tax-free income, and bringing my 4-year annual average income to $95.5k. I explain how I use ...

The S&P 500 stock index gained 23% in 2024. The tech-heavy Nasdaq grew about 29%. Lofty stock returns and muted bond growth may mean investors need to rebalance their allocations to bring them back to ...

For those not familiar, I have been running a real-money dividend-growth portfolio since June 2008. The original portfolio had a value of $46,783. Dividend-growth investing, while long practiced in a ...