The average self-directed brokerage account within workplace 401(k)s finished at $335,857, down 4.7% from Q4 in 2024, ...

(k) investors made big moves in the second quarter as market volatility pushed them to safer ground. According to Alight ...

Current Average 401 (k) Balances for 50-Year-Olds The average 401 (k) account balance varies significantly both by age and plan provider.

The firm is pushing ahead with making private assets available to 19 million plan participants.

We see this happen slightly in the median 401 (k) balance column when going from the 55-to-64 age group ($95,642 median balance) to the 65+ age group ($95,425 median balance).

Retirement investors were not content to ride out the choppy market in the second quarter. Trading levels in 401(k) accounts ...

The Schwab U.S. Dividend Equity ETF has a solid track record of generating positive returns, but it has underperformed the S&P 500 since its inception in 2011, as you can see in the chart below.

In reality, the Schwab US Dividend Equity ETF is just tracking the Dow Jones U.S. Dividend 100 Index. What you really need to know is what that index does, which is actually fairly complex.

Blue Trust Inc. boosted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 122.5% during the 1st quarter, according to the company in its most recent Form 13F filing ...

Dynamic Advisor Solutions LLC acquired a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 1st quarter, according to its most recent 13F filing with the ...