Your 2024 Year-End Planning Guide

End the year strong. Review your finances, maximize savings and explore tax-smart strategies for a confident start to the new year.

Has Index Fund Growth Impaired Markets?

One concern about the increasing popularity of index funds is whether the decline in active management has impacted the function of markets.

Discover the hidden influences on your financial decisions, and how they impact saving, spending and investing.

The Consumer Sentiment Index is sometimes viewed as a beacon of how investors feel about the direction of the economy.

What happens when a mutual fund or ETF becomes obsolete? The most common and straightforward outcome is a liquidation.

Another election day has passed. It is hard to know what will happen between now and the inauguration, let alone what awaits us beyond.

Let’s contemplate some of the tried-and-true steps to help better prepare your financial affairs for when disaster strikes.

Small caps have outperformed large caps handily in developed non-US markets and emerging markets.

Fed watching is an unreliable input into investment decisions because the Fed’s expected actions are already reflected in market prices.

Ask investors what kind of return they expect out of stocks in any given year, and many will say the market’s historical average return.