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Happiness Is a Spousal IRA

As Valentine’s Day approaches, many wonder how to best express their love. Sure, dozens of roses, chocolates, or a Shakespearean sonnet would bring happiness this Valentine’s Day, but you might want to consider—whether for yourself or your spouse—a contribution to an individual...
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Closed-End Funds at a Crossroads

Closed-end funds provide retail investors with many benefits but have recently come up against some tough challenges. Congress should now come together to pass the Increasing Investor Opportunities Act and help closed-end funds overcome these challenges before them, for the benefit of...
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Education Savings: Here's Everything You Need to Know

On May 29, we celebrate National 529 Day (5/29, get it?)—a day to highlight the importance of 529 savings plans in helping Americans plan and pay for education expenses. If you have plans for education or have plans for your family’s education, and if you aren’t already saving in a...
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Jump In for Mutual Fun

Managing your finances is serious business, so people may not often associate “fund” with “fun.” But that’s all right, because investors associate funds with something more important—achieving their financial goals. Mutual funds offer diversified, cost-effective investment management...