Suzanne Woolley

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Fidelity's 401(k) Millionaires Hit A New High As Gen X Steps Up

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IRA contributions for Gen X savers were up 30% from a year ago.

Americans Say It Takes $2.5 Million To Be Considered Wealthy

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That's a 14% jump from last year, says a Charles Schwab survey.

Investors Timing The Market See Biggest Hit On Sector Funds

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Investors who sell during periods of volatility often end up sitting in cash and missing out on market rebounds.

Market Turmoil Pushes 401(k) Trading To Highest Since March 2020

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Anxious retirement savers made changes to their accounts as equities tanked and volatility soared this week.

Better 401(k)s Boost Millennial Retirement Outlook, Report Says

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About 44% of millennials risk running short of money in retirement, compared with 52% of baby boomers.

That Sudden Market Drop Was Scary For Investors But Long Overdue

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Advisors are cautioning nervous investors against making rash portfolio moves.

Texas Wealth Advisor Overseeing $7 Billion Eyes Mexico's Ultra-Rich

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Americana Partners International of Houston is launching a Latin American division.

401(k) Contribution Rate Matched Record High in 2023, Vanguard Says

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The average percent of salary funneled into plans maintained 2022's record pace of 11.7%.

Mercer Advisors Launches Private Markets Platform For Clients

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The firm will open private investments to clients with at least $5 million in assets.

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