A comfortable retirement for a debt-free couple, with a paid-off home, requires an estimated $6,500 in monthly expenses ($78,000 annually). Social Security benefits are projected to cover about 65% of ...

The net worth of retirees over the past three decades has tilted steadily toward housing wealth. A study by the Federal Reserve shows that the share of net worth in primary residences among households ...

Here's a winning formula.

On this episode of The Long View, Ben Felix, chief investment officer for PWL Capital and co-host of the Rational Reminder podcast, discusses portfolio diversification, DFA, and what trends he sees in ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

I rigorously tested the 5% rule using Monte Carlo simulations to evaluate its effectiveness for equity portfolios. My analysis excluded cash and fixed income, focusing solely on the best-performing ...