The Long View

You could end retirement with 50% more wealth than you started with, says Stefan Sharkansky. Here’s why he thinks that’s a problem.

The statistician says rigid withdrawal rates often cause retirees to underspend. He has a formula that balances secure income with flexible spending.

The home that’s served you well for decades can work against your health, finances, and social connections, a longevity expert says. Here’s how to tell if it’s still the right fit.

The veteran investing columnist argues that Americans should focus on Social Security’s annual cash flow—not the trust fund—and explains why he believes the program’s finances are widely misunderstood.

In retirement, we ‘underestimate the financial opportunity cost of owning a home’ and how much it can influence health and wealth, says the expert in housing and longevity.

TIPS can protect your purchasing power in retirement no matter what happens with inflation.

The retirement columnist weighs in on income annuities, investing FOMO, and the appeal of TIPS. Plus, the crisis he sees in Social Security.

Your portfolio is most vulnerable in the 5 years before and after you retire. But you can protect it, financial planner Dana Anspach says.

The financial planner and author talks about building a strategy to endure the ‘retirement red zone’ and avoid underspending.

Two financial planners share tax-smart strategies for before and during retirement.

The GMO co-founder weighs in on bubbles, AI hype, environmental issues, and where investors can find better values.

The veteran Fidelity Contrafund stock-picker on why earnings drive returns, how he evaluates management teams, and what separates lasting winners from early rocket ships.

Morningstar’s Manager Research team has cast its gaze on a newer class of funds that aims to widen investors’ access to private markets. We discuss the process the team plies in doing its due diligence on these funds, their prospective risks and rewards, and the overarching objective of the team’s research—sending clear and actionable signals to investors.

Author and educator Kathleen Rehl discusses widowhood, estate planning, and finding purpose in later life.

Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.

A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in client portfolios, and his biggest worry for new retirees.

The author and creator of ‘the 4% rule’ discusses the pros and cons of various withdrawal strategies and key risk factors facing retirees today.

The author of a new book about investing discusses the ‘automatic investing revolution,’ what investors can learn from past bubbles, and the role of complacency in today’s market environment.

The international value investor and Moerus co-founder on the importance of conviction, survivability, risk aversion, industry structure, and opportunities for value investors in today’s market.

The noted economist on the impact of supply shocks, the origins of the Sahm rule, why she thinks the Fed will remain in a holding pattern on rates, and more.