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Your Investment Lost Money Last Year. So Why the Big Tax Bill?

Tax-sheltered accounts don’t replace these social jewels. But if you work for a living, or have done so, and want to live reasonably well in the current world, you will […]




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BlackRock’s Pitch for Socially Conscious Investing Antagonizes All Sides

It was a clarion call to chief executives everywhere.In 2018, Laurence D. Fink, the longtime chief executive of BlackRock, the world’s largest asset manager, urged corporate leaders to assess the […]




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Investors Relying on Roboadvisers Are Seeking a Human Touch

Investors like Ms. Jones, who is a mentee of Mr. Matthews, represent both the potential and the pitfalls of apps that make buying stocks as easy as ordering a pizza. […]







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I’m Young. Should I Care About Social Security?

One reason: You pay for it. And, despite what many Americans believe, it’s “definitely a misconception” that it will run out before you retire, experts say. Read More




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Turmoil Returns to the U.K. Bond Market

The Bank of England started a bond-buying program last month to stabilize financial markets. But its plan to end the program this Friday is only making investors more nervous. Read […]







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Sleepy Corner of U.K.’s Pension Industry Forced the Bank of England’s Hand

Plans by Britain’s new prime minister, Liz Truss, to cut taxes and freeze energy bills landed like a bomb in a niche corner of financial markets, hitting government bond prices […]




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Planning for Your Retirement, and for a Child’s Special Needs, All at Once

Rachel Nagler, 39, has worked part time since she was 22, but she will never be financially independent, according to her father. She is legally blind with a seizure disorder […]




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Advice for Handling Retiring During a Financial Downturn

Most Americans finance their retirement with a certain amount of faith: Investing will help their savings keep pace with inflation, institutions will continue to work as they always have, it […]