Investing basics
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What's a target-date and how does it work?
Target-date funds offer a diversified portfolio that considers an investor’s age and retirement date, adjusting its asset allocation as the date approaches. Here’s how they work.
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9 best investing books for 2019
We surveyed our global network of asset managers and compiled a list of 9 of the best investing books for 2019. Find out which timeless titles made the list.
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Top searched finance terms of 2018
Year-end lists can contain insight for investors when thinking about the year ahead. We present the top searched-for finance-related terms in 2018.
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What's a dividend and how does it work?
Dividends can offer a recurring income stream. We explore how dividends work, compare them with bonds, and discuss how you can buy a dividend-paying investment.
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Smart beta investing understanding the basics
Smart beta is a rules-based investing strategy that combines the principles of active management with a passive approach. We break it down into its core elements.
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3 things every investor should know about factor investing
What are factors? They’re the key to higher expected returns. Here are a few things every investor should know about factor investing.
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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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