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Index Fund vs. Mutual Fund: What’s the Difference?
Last Updated: December 18, 2024 Are you overwhelmed by the number of investment vehicles available to you as an investor? A common question some investors have is: Should I invest in an index fund or a mutual fund? According to Investopedia, “Mutual funds didn’t really capture the attention of American investors…
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Money Market Funds: What They Are and the Advantages and Disadvantages
 Last Updated: November 5, 2024 If you’re looking at a short-term investment time horizon and want a liquid market, meaning you can easily pull your money out if you choose to, a money market fund can be a good investment vehicle. Per the U.S. Securities and Exchange Commission (SEC), money…
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How to Diversify Your Portfolio
Last Updated: November 5, 2024 Go to almost any store or website that sells something—anything—and you will find several other products for purchase. In fact, you would be hard-pressed to find any place that sells one thing and one thing only. There is a huge, perhaps business-saving reason for this:…
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Five Ways to Minimize Taxes When You Inherit Money
Last Updated: July 16, 2024 After someone dies, their assets are usually transferred to their heirs—whether that be their spouse, children, or other blood relatives. Whenever assets are transferred, a tax may have to be paid on them in the form of an inheritance tax, estate tax, or both. Investopedia says,…
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How to Survive a Recession: 7 Steps to Take Now to Prepare for an Economic Downturn
Date Last Updated: October 10, 2024 Economic downturns can be nerve-wracking and challenging to know how to survive—and the word recession is a big scary word for many, especially those who experienced the recessions in the early 2000s and 2009. A recession is a substantial decline in general economic activity,…
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Cyclical Stocks: Definition, Advantages & Disadvantages
Date Last Updated: October 10, 2024 Cyclical stocks get their name because they usually follow the cycle of the overall economy—with ups and downs charting economic expansions and peaks, recessions, and recovery periods. They’re good to include in your investment portfolio during periods of economic prosperity but perhaps not during…
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Defensive Stocks: Definition, Advantages & Disadvantages
Date Last Updated: October 10, 2024 Defensive stocks are precisely what their name implies—they defensively strategize your investment portfolio during an economic downturn or when the overall stock market isn’t doing so hot. Defensive stocks are usually in sectors that provide essential goods and services. Companies with defensive stocks are…
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Weekly Market Report: September 26–30, 2022
Market Volatility Is Here It was another tough week for the markets. The Dow Jones was off 20.9%, S&P 500 off 24.8, and Nasdaq off 32.4. The MSI IFI index was off 29.19. Just think about that: 20 to 30% off right now. The third quarter just ended, and here…
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