How do 529 plan enrollment-based portfolio glide paths work?
Target-date funds aren’t limited to retirement saving. Find out how to harness the benefits of an asset allocation glide path in your 529 plan, too.
Investing basics
Filter posts by our authors and asset managers.
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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.Read more -
Understanding strategic beta
While the category may feel relatively new, the concepts driving this most contemporary of investment approaches have roots that are decades old.Read more -
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.Read more -
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.Read more -
What is bond duration, and why does it matter now?
Rising rates are taking a toll on bond prices this year. Understanding bond duration is one way to find out how your portfolio may fare.Read more -
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.Read more -
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.Read more -
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.Read more
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