Client Challenge

Client Challenge

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Which Dividend ETF Is the Better Buy?

Which Dividend ETF Is the Better Buy?

Comparing these ETFs is mostly about assessing the potential of dividend growth versus a high-yield strategy. The Vanguard ETF’s methodology currently emphasizes tech at the top (for better or worse), while Schwab’s looks for durable companies with healthy balance sheets. I’ve always liked Schwab’s strategy, which considers dividend growth history, yield, and balance sheet quality. … Read more

4 Retirement Moves to Make Before 2026 Ends

4 Retirement Moves to Make Before 2026 Ends

Key Points The prospect of retirement is likely to make you smile, perhaps as you imagine days filled without much responsibility or accountability. But alas, it’s hard to escape those things completely. You’re still responsible for managing your money well, so that it lasts you throughout your retirement. Here are some savvy moves to make … Read more

Client Challenge

Client Challenge

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What’s the Better Long-Term Play?

What’s the Better Long-Term Play?

Chipotle Mexican Grill (NYSE: CMG) is no longer the only player in the fast-casual dining wars. Sweetgreen (NYSE: SG) was founded 14 years after the Tex-Mex chain, but it focuses on salads and bowls for health-conscious consumers. Between these two restaurant stocks, what’s the better long-term play? Image source: Getty Images. I think the king … Read more

Do You Qualify for Spousal Social Security Benefits?

4 Retirement Moves to Make Before 2026 Ends

Spousal benefits can provide additional inflation-protected retirement income for married couples. As of the latest data from the Social Security Administration (SSA), nearly 2 million people receive a spousal benefit. A Social Security spousal benefit is designed for couples in which one spouse earned significantly more throughout their working lifetime. A common situation where spousal … Read more

Client Challenge

Client Challenge

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