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Variable Annuity vs. Mutual Fund: Pros and Cons
A variable annuity is an insurance contract that invests in market-based subaccounts and grows tax-deferred. It may offer features like lifetime income guarantees or death benefits. These features ...
For more than two decades, US money managers have looked on enviously as Vanguard Group reaped the benefits of a unique ...
ETFs do in-kind transactions. An in-kind transaction frequently avoids being a taxable event because securities are swapped for other assets of equal value. Mutual funds, conversely, sell the assets ...
The decision, two years after Dimensional first filed for permission, is the first time the SEC has allowed any other asset ...
Earlier this month the Fed announced it was lowering its target federal funds rate. It’s a reminder that interest rates may continue their decline from the highs of recent years, which were ...
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