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Latest reporting and analysis tagged with investment strategy.
Warren Buffett has detailed his estate plan, advising trustees to invest 90% in low-cost S&P 500 index funds and 10% in short-term government bonds, while cautioning average investors against stock picking.
A 62-year-old with $890,000 in a 401(k), $115,000 in a Roth IRA, and Social Security eligibility can generate sufficient income for retirement, with options varying based on claiming age and investment strategy.
Mar Vista's U.S. Quality Strategy posted a 0.20% net gain in Q4 2025, underperforming major indices. The fund cited challenges with Linde plc, whose shares fell nearly 10% due to volume declines.
Money market funds hit a record $7.8 trillion in assets, but strategists warn yields will drop as the Fed cuts rates, with forecasts showing declines through 2026.