Month: June 2022

In this article SCHW JPM BLK MS Getty Images As demand grows for specialized portfolios, a trend known as direct indexing is quickly becoming an option for more investors.   Rather than owning a mutual or exchange-traded fund, direct indexing is buying the stocks of an index to achieve goals like tax efficiency, diversification or values-based
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Dougal Waters | Getty Images Despite the economic and professional gains made by women over the last 50 years, gender gaps persist — and not just in rate of pay. Retirement readiness and financial know-how are key areas with notable gaps, according to two studies recently released by the TIAA Institute. For example, among workers
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Topline A leading indicator for housing market activity—pending home sales—unexpectedly jumped in May and reversed six straight months of declines, according to new data from the National Association of Realtors on Monday, though experts warn that higher mortgage rates will continue to weigh on demand. Key Facts Pending home sales, which measure signed contracts on
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The Good Brigade | Digitalvision | Getty Images If you get your health insurance through the government Health Insurance Marketplace, you may want to brace for higher premiums next year. Unless Congress takes action, enhanced premium subsidies (technically tax credits) that have been in place for 2021 and 2022 will disappear after this year. The
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Earlier this month, the National Academy of Social Insurance released its new report, “Economic Security for the 21st Century.” It came out of the Academy’s 2019 – 2021 Economic Security Study Panel, the goal of which was to “assess economic insecurity and present policy options to better provide stable and adequate income,” with twin objectives
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