Latest Articles
Why Fixed Income ETFs Are Gaining Share
Earlier in May, VettaFi hosted an Income Investment Strategy Symposium. Many of the experts we...
ETFs Enhance Access to Alternative Investments
Rate Uncertainty Creates Advantages for Active Fixed Income
Eldridge’s Gilbert: CLOs “Incredibly Resilient, Often Misunderstood”
More Financial Literacy Channel Articles
Buffett's Legacy Includes Support of Index Investing
2025-05-06The most famous investor is retiring, but his investment advice is likely to carry weight for...
What to Know Before You Pack Your Bags & Move Abroad
2025-04-30Those pondering a move abroad need to consider more than just the weather and which of their...
Diversification Is a Key ETF Benefit
2025-04-16Over a year ago, after working together on a ETF article, my wife and I bought our 14-year old...
Advisors Share Solutions for Rising Homeowner Insurance Costs
2025-04-14Homeowner insurance rates are skyrocketing. Advisors are sharing ways individuals can create a...
Building From Basics: Options Investing 101
2025-03-17Increasingly more investors consider options strategies when navigating market and economic...
Understanding the Advantages of Active ETFs vs. Mutual Funds
2025-02-11Investors are increasingly moving into active ETFs from mutual funds. This is because the ETF...
Advisors on Costs & Alternatives to Early 401(k) Withdrawals
2025-02-04A growing number of Americans are tapping their 401(k) accounts early to cover emergency costs...
Ignore Concerns About Medicare Advantage at Your Peril
2024-12-23Individuals should tread carefully and do their homework if they’re considering enrolling in...
Should I Hire a Financial Advisor?
2024-12-10I am asked this question often. Friends, family, colleagues, new acquaintances I meet at school...
Thinking of Taking a Sabbatical? Here’s How to Make it a Reality
2024-11-11If you’re considering taking a sabbatical, the time off should be well within reach with a solid...
Bond ETFs Trade on Veterans Day
2024-11-11Today is Veterans Day. My father served in the army during the Vietnam War. He lives in Long...
A Guide to Downsizing With Less Pain, More Gains
2024-10-28The high cost of housing and other living expenses is prompting many individuals to consider...
Want to Increase Your Giving? Advisors Say Your Planning Should Start Here
2024-10-18Much like the rest of your financial goals, you should have a plan set in place for your giving...
Hot-Button Financial Questions Couples Face in Retirement & Beyond
2024-09-18Most American couples say they trust their spouse or partner regarding financial matters. Yet a...
How to Use HSAs for Tax-Advantaged Savings, Investments
2024-08-27HSAs are increasingly coming into use. They are a more tax-efficient means of investing,...
Advisors Share Top Employer Benefits to Maximize Savings
2024-08-23Health savings accounts and 401(k) packages with generous matches are top employer benefits that...
What to Consider Before You Invest in Rental Properties
2024-07-15Many individuals see rental properties as an opportunity to diversify their income. However, the...
The Wealth Paradox: Why Some High-Income Earners Have Low Net Worth
2024-05-08By Aaron Cirksena
How to Finalize an Estate After the Death of a Loved One
2024-04-23Losing a loved one is one of the hardest experiences you’ll go through in life. Oftentimes,...
Advisors Discuss the ‘4% Rule’ and Top Retirement Tips
2024-04-17For those ready to make the retirement plunge, it’s essential they see their financial plan as a...
The Total Return Roller Coaster
2024-04-12Here’s an interesting set of charts that will especially resonate with those of us who...