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ETFs Are Gaining on Mutual Funds: Here’s Why

April 2022

Investor demand for exchange-traded funds (ETFs) has increased over the last decade due to some attractive features that set them apart from mutual funds. At the end of 2021, almost $7.2 trillion was invested in more than 2,500 ETFs. This... Read more

What’s the Difference Between Medicare and Medicaid?

April 2022

It’s easy to confuse Medicare and Medicaid, because they have similar names and are both government programs that pay for health care. But there are important differences between the programs. Medicare is generally for older people, while Medicaid is for... Read more

Key Retirement and Tax Numbers for 2022

April 2022

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2022. Estate, Gift, and Generation-Skipping Transfer... Read more

HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?

April 2022

Before Russia stunned the world by invading Ukraine, it was widely believed that the economic ties formed through globalization would help promote peace. But the war is testing that assumption and drawing attention to the vulnerabilities in far-flung supply chains,... Read more

When Two Goals Collide: Balancing College and Retirement Preparations

March 2022

You’ve been doing the right thing financially for many years, saving for your child’s education and your own retirement. Yet now, as both goals loom in the years ahead, you may wonder what else you can do to help your... Read more

When Buying Is Easy, Paying Later Can Be a Problem

March 2022

If you shop online, you might have noticed a growing number of buy now, pay later (BNPL) services that offer the option to spread out the payments on your purchases. Buyers who make one partial payment upfront and agree to... Read more

If You Don’t Have a Will, You Probably Should

March 2022

A 2021 Gallup poll found that only 46% of U.S. adults have a will — similar to the results of other Gallup polls over the last 30 years. It’s not surprising that older people are more likely to have a... Read more

Mutual Funds: Do You Know What’s in Your Portfolio?

March 2022

An estimated 102.5 million investors — representing almost 46% of U.S. households — owned mutual funds at the end of 2020 (most recent data). These individual retail investors held about 89% of the $23.9 trillion in assets invested in U.S.... Read more

Going Green: A Fast-Growing Corner of the Global Bond Market

March 2022

Green bonds are debt instruments that corporations and governments can use exclusively to finance major climate-related or environmentally friendly initiatives. Global issuance of green bonds reached a record $523 billion in 2021, and is expected to exceed $775 billion in... Read more

HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility

March 2022

The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. The humanitarian cost of war cannot be measured, and the long-term economic effects could take months or years to unfold. However,... Read more

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