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Morningstar recently released the 2025 edition of the Mind the Gap study (pdf available here). The study looks at how investors actually performed in their funds (i.e., accounting for the timing of cash inflows and outflows) as compared to the ...

I recently learned of two brand new ETFs (launched just last week) that purport to provide only price appreciation rather than interest income, despite being bond funds. The benefit of such would be that all of the return that shareholders receive ...

For people buying health insurance via the Affordable Care Act marketplace, premiums are expected to rise significantly in 2026. That's the result of two things. Firstly, insurers are proposing a median premium increase of 18%. And secondly, enhanced ...

At death, several types of assets do not have to go through probate. Instead, they pass directly to one or more named beneficiaries. This includes things such as retirement accounts, insurance policies, and assets held in trust. It also includes any ...