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HOT TOPIC: Rising Inflation: Where Will It Go from Here?

May 2021

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since August 2018. (By contrast,... Read more

Portfolios Get Personal: Growing Interest in Socially Responsible Investing

May 2021

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets.1 This upward... Read more

Social Security Spousal Benefits

May 2021

More than 2.3 million Americans currently receive Social Security spousal benefits. The average benefit is almost $800 per month, and some spouses receive significantly more.1 These valuable benefits can make a big difference in funding retirement for a married couple... Read more

Your Business: Minimum-Wage Laws in the Spotlight

May 2021

In the November 2020 election, Florida voters approved an initiative to increase the minimum wage incrementally to $15 per hour by 2026. Eight states (plus the District of Columbia) have passed legislation to raise the minimum wage in steps to... Read more

All-in-One Funds: Targeting Time or Risk?

April 2021

Investing can seem complicated, which is why many investors place all or a large portion of their assets in a single fund that is intended to offer a balanced portfolio. Although all-in-one funds can be helpful to save for retirement,... Read more

A Financial Wellness Plan Can Help Pave the Road to Retirement

April 2021

If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical... Read more

HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery

April 2021

Since the pandemic began, disruptions in business activity have varied greatly from region to region, and often from one week to the next, according to the severity of local COVID-19 outbreaks. Unfortunately, many of the official government statistics used to... Read more

Working While Receiving Social Security Benefits

April 2021

Social Security has some 2,700 rules, and one of the most confusing and misunderstood is the retirement earnings test (RET).1 Some people may think they can’t work — or shouldn’t work — while collecting Social Security benefits. But that’s not... Read more

Four Things Investors Should Know About Stock Splits

April 2021

In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 1997 and seven in 2016.1 As an investor, you may wonder what a stock split is and how it might... Read more

Your Business: Reasons to Keep Personal and Business Finances Separate

April 2021

If you are launching a new venture, you may wonder whether it’s necessary to open a dedicated bank account for your business. Even if your company is established and already has separate checking and credit-card accounts, you may be tempted... Read more

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