The January Barometer is one of many “legends” that circulate in the financial markets. Its logic is simple: the performance recorded in January is said to predict how the index will behave for the ...

Recent research supports moving away from rigid withdrawal rates. Morningstar’s December 2025 analysis recommends a 3.9% starting safe withdrawal rate for new retirees with a 30-year horizon—not 4%.

Eaton Vance Enhanced Equity Income Fund II has direct exposure to the highest-quality growth companies in the world and provides a strong dividend. Learn why EOS is a Buy.

AI systems don’t get euphoric after gains or override rules because a headline feels alarming or reassuring. They execute the ...