‘We live modestly’: My wife and I have $900K in stocks and $380K in savings and CDs. Do we have too much cash?

“My investment adviser says we have too much invested in cash instruments.”
Banks keep high rates inspired by now-dead CFPB rule

The New York Stock Exchange is seen during morning trading on July 31, 2024 in New York City. Michael M. Santiago | Getty Images News | Getty Images Last year, banks quickly raised interest rates to record levels and added new monthly fees on credit cards when a Consumer Financial Protection Bureau rule threatened a […]
Why U.S. air traffic control is under strain

An airport control tower is seen at Newark Liberty International Airport, on May 6, 2025 in Newark, New Jersey. Andres Kudacki | Getty Images Air traffic controllers have been under strain for years, but a 90-second equipment failure last week exposed how decades of staffing shortages, underinvestment and patchwork solutions for those who guide planes […]
This retiree figured out a way to pay almost no taxes. Here’s his secret.

A Fix My Portfolio reader shares how they avoided a “tax bomb” in retirement through Roth conversions and careful financial planning.
SandboxAQ fundraise stands out in drab April for family office deals

Jack Hidary, CEO of SandboxAQ Courtesy of SandboxAQ A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high net worth investor and consumer. Sign up to receive future editions, straight to your inbox. Private investment firms of the ultra-rich, rattled by President Donald Trump’s tariffs, continued […]
The U.S. economy might be able to handle any disruption from Trump’s tariffs more easily than Wall Street expects

Lately, Wall Street economic commentary has been replete with ominous warnings. President Donald Trump’s tariffs are bound to cause an economic downturn, or perhaps even a recession.
Krispy Kreme stock plunges after McDonald’s rollout pause

Justin Sullivan | Getty Images News | Getty Images Krispy Kreme stock plunged 24% on Thursday after the doughnut chain said it is “reassessing” its rollout with McDonald’s and pulled its full-year outlook in part due to economic “softness.” Krispy Kreme is not planning to launch its doughnuts in any additional McDonald’s locations in the […]
Trump rolls out U.K. trade agreement. It’s a relief — but deals with other countries are more crucial.

President Donald Trump on Thursday said his administration has reached a preliminary deal with the U.K. on trade, offering a bit of relief to investors who have spent weeks waiting for such agreements.
Bill Gates doubles giving to $200 billion, ‘virtually all’ his wealth

Bill Gates arrives for a press conference to launch the Global Polio Eradication Initiative at the European Commission’s Berlaymont headquarters in Brussels on October 11, 2023. Simon Wohlfahrt | Afp | Getty Images Billionaire Bill Gates announced on Thursday that he will double his charitable giving to $200 billion over the next 20 years. In […]
Restaurant Brands International (QSR) Q1 2025 earnings

A Burger King restaurant is seen on October 25, 2024 in New York City. Michael M. Santiago | Getty Images Restaurant Brands International on Thursday reported quarterly earnings and revenue that missed analysts’ expectations as same-store sales of Popeyes, Burger King and Tim Hortons declined. But the restaurant company is seeing sales turn around already. “As we […]



