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ETFs Are Closing the Gap with Mutual Funds

Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.

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Tax Time: Procrastination Is Common and Can Be Costly

April 15, 2025, is the tax filing deadline for most taxpayers.

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Have You Checked Your Social Security Statement Lately?

The Social Security Administration (SSA) provides personalized Social Security Statements to help Americans age 18 and older better understand the benefits that Social Security offers.

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Many 2017 Tax Act Changes Scheduled to Expire After 2025

The Tax Cuts and Jobs Act was signed into law in December 2017.

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Are You Missing the Bull’s-Eye with a Target-Date Fund?

Two out of three 401(k) participants have assets in a target-date fund — an “all-in-one” fund intended in theory to be the holder’s only investment (see data below).

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