investors

The $19 billion portfolio manager sees ‘lost years’ for the S&P 500. Here’s where he thinks investors should be saving money instead.

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The $19 billion portfolio manager sees 'lost years' for the S&P 500. Here's where he thinks investors should be saving money instead.

The days of putting your money in the S&P 500 and forgetting about it may be in the rearview mirror. Loading audio description… That’s according to Richard Bernstein, longtime analyst and chief investment officer of Richard Bernstein Advisors. Speaking to Business Insider this week, the portfolio manager said he’s worried about a “lost decade” that … Read more

Federal Reserve Chairman Jerome Powell Just Delivered Good News for Stock Market Investors

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Wall Street sign with American flags in the background.

The ongoing political conflict in the Middle East has caused oil prices to rise, raising fears of inflation that could damage the US economy. The last time inflation rose suddenly was in 2022, and it forced the Federal Reserve to raise interest rates so quickly S&P 500 (SNPINDEX: ^GSPC) The index fell by more than … Read more

Hiltzik: Why is the stock market less concerned about the Iran war? Here is the reason

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President Donald Trump leaves the Blue Room to address the Iran war from the Cross Hall of the White House on Wednesday, April 1, 2026, in Washington. (AP Photo/Alex Brandon, Pool)

President Trump takes the stage at the White House to talk about the war with Iran, giving a speech that sent stock markets crashing. (Alex Brandon/Associated Press) Since the end of February, the three major indices of the stock market – Standard & Poor’s 500, Dow Jones industrials and the Nasdaq composite – have fallen … Read more

Many investors are fleeing Blue Owl funds as private debt fears deepen CNN Business

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Many investors are fleeing Blue Owl funds as private debt fears deepen CNN Business

A version of this story appeared in CNN Business’ Nightcap. To get it in your inbox, sign up for free Here. New York – Until recently, the name Blue Owl Capital was synonymous with Wall Street and the booming private equity business, a lightly regulated financial space where non-banks lend to risky companies. Recently, its … Read more

How wealthy investors are faring in the markets after the S&P 500’s worst month in a year

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How wealthy investors are faring in the markets after the S&P 500's worst month in a year

Investors endured the worst month for the S&P 500 since March 2025 as the war in Iran, rising oil prices, fears of artificial intelligence and high inflation, all weighed on market sentiment. For many high-net-worth and high-quality investors, volatility has been an opportunity to buy dips, balance investments and look for beneficiaries amid political tensions, … Read more

Roth Conversion Plan Wealthy investors over age 60 use to liquidate their 401(k)s.

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Roth Conversion Plan Wealthy investors over age 60 use to liquidate their 401(k)s.

Couples who retire at age 63 with traditional 401(k)s have about a decade before required minimum distributions begin at age 75, during which they can convert up to $129,000 annually to a Roth IRA at low tax rates by staying below $218,000 MAGI making Medicare payments over 12 million years. and saving more than $160,000 … Read more

Roth Conversion Plan Wealthy investors over age 60 use to liquidate their 401(k)s.

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Roth Conversion Plan Wealthy investors over age 60 use to liquidate their 401(k)s.

© PeopleImages.com – Yuri A / Shutterstock.com Let’s say a couple retires at 63 with $2 million in a traditional 401(k) and no RMDs for ten years. Their tax bracket is low, and that window is the most important tax planning opportunity they will ever have, leaving it unused is the most expensive mistake they … Read more