New SILO Act Would Spend $62.5 Million a Year to Fight Senior Loneliness—Here’s What It Funds
Loneliness is often dismissed as an emotional issue, but researchers increasingly view it as a serious public health concern. Older ...
Friday, July 3, 2026
Tag: Funds
The Expense Ratio on Your Funds Is a Guaranteed Return Drag
Every fund charges an annual expense ratio, a percentage of your assets taken as a fee regardless of performance. A ...
Sinking Funds Eliminate the Surprise From Predictable Expenses
Advertiser Disclosure The credit card and banking offers that appear on this site are from credit card companies and banks ...
Index Funds and How Investors Define the “Best” Mutual Fund Category
Index funds have changed how investors invest by making market participation simple and structured. You do not need to pick ...
Bitcoin and Ether ETFs Lose $249 Million While HYPE Funds Extend Inflow Run
Key TakeawaysBitcoin ETFs lost $213.9M on June 10, with Blackrock’s IBIT leading outflows.Ether ETFs shed $35.6M as ETHA and FETH ...
Why Some Seniors Are Keeping Separate Emergency Funds for Healthcare Expenses
A typical senior will spend about $650 per month, or roughly 13% of their total household budget, on out-of-pocket healthcare ...
12 Best Fidelity Index Funds in 2026
Like other legacy brokers, Fidelity has a big collection of index funds to choose from. Some track broad market indexes, ...
Wellington’s $1.9B Deal to Buy Hartford Funds
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. ...
SPLC controversy underscores key limitation of donor-advised funds
Financial advisors now have an important example to point to when explaining a key limitation of donor-advised funds: Sponsors retain ...
Segregated funds are no tax panacea
When I hear a strategy like the one presented, I think, “What problem is the strategy trying to solve, and ...
-1024x683.jpg "Florida Roads Become a Battleground for Illegal Immigration")
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.