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Closed-End Funds May Offer Higher Income

November 2019

Most mutual funds are open ended, which means the investment company can issue and redeem fund shares to meet investor demand. By contrast, closed-end funds issue a fixed number of shares in an initial public offering (IPO), and investors who... Read more

Medicare Open Enrollment

November 2019

Each year between October 15 and December 7, Medicare offers an open enrollment period during which beneficiaries can make changes to several coverage options: Part A hospital insurance and Part B medical insurance, referred to as Original Medicare Part C... Read more

Three Regrets of Retirees

November 2019

A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1 Considering their most common regrets may help you avoid... Read more

HOT TOPIC: Manufacturing Slowdown. . .What Does It Mean for the Economy?

November 2019

In September 2019, the Institute for Supply Management (ISM) Purchasing Managers Index (PMI) — which measures a wide variety of manufacturing data — fell to 47.8%, the lowest level since June 2009.1 A reading below 50% generally means that manufacturing... Read more

Coping with a Labor Shortage

October 2019

The Federal Reserve’s Beige Book is an anecdotal economic report based on conversations with business contacts around the nation. In April 2019, companies in most of the Fed’s 12 districts noted a shortage of skilled workers, particularly in manufacturing and construction... Read more

Index Update: Shifting Sectors Reflect Social Change

October 2019

In September 2018, S&P Dow Jones Indices and MSCI expanded and renamed the Telecommunication Services sector — now called Communication Services — to include some companies from the Consumer Discretionary and Information Technology sectors. This move impacted about 10% of... Read more

What Medicare Won’t Cover

October 2019

Original Medicare — Part A hospital insurance and Part B medical insurance — offers broad coverage at a relatively low cost, but there are many potentially expensive health-care services that are not covered. Some may be fully or partially covered... Read more

Five Money Issues to Talk About Before the Wedding

October 2019

If you are engaged to be married, or expect to be soon, it’s important to consider how this change in the relationship (and legal status) will affect your finances. Discussing the following topics well in advance may keep surprises and... Read more

Protection to Help Your Family

October 2019

A recent survey found that 35% of U.S. households would face financial adversity within one month if a primary wage earner died. This risky situation reflects a widespread lack of protection. More than 40% of adults have no life insurance... Read more

HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?

October 2019

By one estimate, a 65-year-old couple who retire in 2019 may need about $300,000 in savings to pay their health-care expenses in retirement. This includes premiums for Medicare Parts B and D, supplemental (Medigap) insurance, and median out-of-pocket prescription drug... Read more

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