Retirement and Well-Being
Read the latest from Barron's on how to live well and retire confidently.
American Exceptionalism May Be Dying. How to Make the Best of It.
Foreign stocks have momentum as the dollar weakens. These funds can help you capture the gains.
4 minute read
AI Can Help With Retirement Planning, but It Can’t Replace a Human Advisor
Entrusting your financial life to AI would be a risky move.
Long Read
Parental Dilemma: What to Do if You’re Supporting Children as You Near Retirement
People are providing more aid to adult children and having children later in life. The combination can make it hard to save for retirement.
Long Read
Private Equity Says Its Fund Values Don’t Come From Dartboards
For retirement savers, worries about the pricing of private holdings would be mitigated by several things.
2 minute read
Big Changes Are Coming to Charitable Giving. How to Get Maximum Savings.
Many Americans may get a new tax break, but those who itemize face new limits on deductions. Planning now makes sense.
3 minute read
Your I Bonds Aren’t Hot Anymore. How to Decide Whether to Hold or Sell.
As inflation has dropped, so has the appeal of these inflation-protected savings bonds.
Long Read
Half of Retirement Plan Participants Would Invest in Private Assets, Survey Finds
The study should be welcome news to asset managers with funds that invest in private assets. They are on a path to win access to the nation’s 401(k)s.
2 minute read
Private Equity Is Headed for Your 401(k). The Industry Is Celebrating. Should You?
The Trump administration is taking the handcuffs off the private-market industry. The outcome for retirement savers will be complicated.
Long Read
How One Wealth Manager Built a Niche Advising Retirement-Plan Participants
Mike Bisaro, the president and CEO of $1.2-billion StraightLine, explains how his firm helps people at all stages of their financial journeys.
Long Read
Want to Work Fewer Hours? How to Ask Without Sabotaging Your Career.
Be ready to hear “no,” and more tips from financial advisors and an HR manager.
4 minute read
Some Retirees Are Too Frugal. Tips to Help Them Loosen Their Purse Strings and Enjoy Life.
Today’s advisors are finding creative ways to get wealthy clients to stop hoarding their cash in retirement and spend money to enrich their lives.
4 minute read
Private Equity Will Never Be the Same. 401(k)s Are the Golden Goose.
Gaining even a sliver of the $12 trillion pool of retirement funds could drive private equity growth for years.
Long Read