Investing basics
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Asset allocation vs. diversification—what’s the difference?
Learn the difference between asset allocation and diversification and what to consider when creating a retirement investing strategy.
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What is asset-based lending?
Asset-based lending has emerged as the fastest-growing segment of private credit, able to deliver a differentiated source of income. We explore asset-based lending in this article.
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Bond fund yields: what investors need to know
SEC yield, distribution yield, yield to maturity, and yield to worst can all offer insight on a fund’s income-producing potential, but each metric has its benefits and limitations. Here's what investors should know.
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What is the debt ceiling, and does it matter?
Congress is once again debating whether to expand the level of U.S. borrowing. We look at the origins of the debt ceiling legislation, how it became such a hot-button issue, and the implications of the national debt for the economy and the markets.
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Why estate planning is important for everyone
Many people think estate planning is either just for wealthy people or it’s too upsetting. But just about everyone has something that will need to be passed on to someone. It can also help you gain peace of mind knowing you’ve helped protect your loved ones.
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What are global macro funds?
Global macro funds are alternative investment strategies that invest globally based on broad macro-driven themes such as monetary policy, interest rates, inflation, unemployment, and politics.
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What are private markets?
Private markets allow buyers and sellers to trade assets through direct negotiation rather than through an intermediary, such as a public securities exchange.
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How does inflation affect investments?
After decades of low and declining inflation, rising prices are once again having an effect on everything from household budgets to public policy. We look at the causes of inflation today and historically and how it affects investments.
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What is behavioral finance?
Behavioral finance is a field of study within economics that explores how human psychology can influence our spending, saving, and investing decisionsꟷoften for the worse, rather than for the better.
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What is a central bank and what is its role?
As the central bank of the United States, the U.S. Federal Reserve is one of the most influential financial institutions in the world.
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