Investing basics
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Making the most of tax-loss harvesting entering year-end 2018
The new tax law and the likelihood of full-year equity market gains present a wealth of opportunities for tax-efficient investing. We explore tax-loss harvesting for year-end 2018.
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What is an ETF? A closer look at how exchange-traded funds work
It's a seemingly simple question, but the fact is ETFs can often be some of the more complex investments on the market. We take a closer look at how they work and some of their unique features.
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What's a growth stock? A value stock? Equity market style explained
We explore equity style differences and put growth stocks’ recent market leadership over value in historical context.
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What is a target-date fund glide path, and how does it work?
Perhaps the most important distinguishing feature of any target-date fund is its glide path—the asset allocation adjustments that the fund makes to balance growth potential with risk management as an investor ages.
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What makes smart beta smart?
Smart beta strategies are growing in number and popularity. We look at what's different about them, their origins, and some examples of smart beta in practice.
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What are closed-end funds?
Although closed-end funds were once a common feature of the investment landscape, most mutual fund investors overlook them today, despite the unique benefits that the products offer.
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What is absolute return investing
Absolute return investing differs from relative return investing in fundamental ways. This article explains how and why you may want to consider adding an absolute return fund to your portfolio.
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ESG investing: from niche player to mainstream approach
From its humble beginnings some 40 years ago, environmental, social, and governance (ESG) investing has come into the mainstream among the investing public as well as the financial industry.
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