How institutions invest
When it comes to investing, you sometimes hear the phrase âbig moneyâ thrown around. That term loosely refers to institutional investorsâlarge funds managed on behalf of an institution or group of people. These âbig moneyâ funds, which include university endowments, pensions, sovereign wealth funds, and so on, often manage enough capital that they have the power to move the market if they make big updates to their holdings. They also tend to report higher-than-average returns.
2024 Winners and Losers
When the S&P 500 increases 25% in a calendar year, as it did in 2024, it can be easy to write the year off as a win. Digging into the details, however, can give investors a better sense of the overall health of the economy and trends to watch in 2025. With that in mind, we put together our annual list of winners and losers, plus the stalwart neutrals that fell somewhere in the middle.
You inherited moneyânow what?
We frequently meet with people who recently received an inheritance and donât know what the next steps are. With large sums of money, the stakes are higher when it comes to taxes, investments, and overall money management.
Medicare, explained
For anyone under 65, Medicare can feel like a vague talking point that comes up during election cycles. When you go beyond the headlines and politics, however, Medicare is a critical part of retirement planning. Remember: Healthcare is one of the biggest and most unpredictable costs in retirement. With that in mind, understanding Medicare and the different (evolving) options that come with it can help you better plan for the future.
January 2025 Market Update
The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. However, the economy is in a very different place than it was eight or even four years ago. Will a new economic cycle and a vastly different interest rate environment change plans and outcomes?Â
Trump 2.0 and your money
Policy ideas from the incoming Trump administration could impact your financial life in myriad ways. We look at what potential changes could be in store plus how Trumpâs second term is shaping up to be different from his first.
December 2024 Market Update
The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely to be on deregulation and tax cuts. Several of the provisions of the Tax Cuts and Jobs Act of 2017 were set to expire in 2025, and those may get a reprieve.
