State Street to Merge $1.8B Small Cap ETF Into Bigger Sibling
By Dinah Wisenberg BrinBoth funds aim to track the S&P SmallCap 600 Index.
March 07, 2023
Women Lag Men in Retirement Confidence, Financial Literacy: BMO SurveyWomen were far more likely than men to say they did not have a financial plan.
March 07, 2023
River of Assets Flowing to Active ETFs: Dave NadigAlmost 40% of ETF flows this year have been to active funds, Nadig told ThinkAdvisor.
March 07, 2023
New Bill Would Change Social Security Claiming Age TerminologyAlso, future Social Security beneficiaries would receive more statements in the mail.
March 07, 2023
12 Worst Metro Areas for First-Time HomebuyersThese cities rank high for wellness and culture but fall short on affordability and job opportunities.
March 07, 2023
Spending Down 401(k), IRA Principal 'Shouldn't Be Shameful': StrategistFollowing the 4% rule leads many retirees to underspend, Sharon Carson of J.P. Morgan Asset Management says.
March 07, 2023
Roth vs. Traditional IRAs: The Tax Trade-Off Isn't Always What You ThinkRetirement savers must balance the pursuit of greater after-tax wealth and the desire for more predictable outcomes.
March 07, 2023
7 Long-Term Care Program Ideas for Taxphobic TimesMinnesota asked experts about one LTC proposal and sparked brainstorming.