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Taking Social Security, Paying Student Debt: Financial Planners Weigh In

Ross Levin, the founder of Accredited Investors in Edina, Minn., considered Ms. Keyser’s question. The Keyser family is right on track with their current plan, one they have created mostly […]




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How the S&P 500 is Dominated By Apple and Microsoft

The fate of the S&P 500 index — used by investors as a barometer for the health of corporate America, and cited by presidents as a measure of their handling […]







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Britain Wants Its Early Retirees Back, but Their Days Are ‘Never Boring’

Britain’s top financial official started the year with a plea. To those who retired early in the pandemic or have not found the right job after furlough, Jeremy Hunt said, […]




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On Wall St., ‘Socially Responsible’ Is Common Sense. In Congress, It’s Political.

The idea is that you can’t make intelligent and informed investment choices without understanding how companies deal with issues like equity, diversity and inclusion in the workplace, women’s access to […]







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Why Investing at the Last Moment Can Hurt Your Returns

The second person didn’t start until she reached age 35. Then, realizing that she needed to catch up, she kept investing $6,500 a year for the next 30 years. That […]




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The E.S.G. Fight Has Come to This: Bankers Suing Lawyers

In effect, according to the bankers’ legal filing, the demands were “creating an ongoing state surveillance system.” The bankers further claimed that the attorney general was violating their right to […]




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Hedge Fund Billionaire Ray Dalio Gets Billions More to Retire

When Ray Dalio, the multibillionaire founder of the world’s biggest hedge fund, Bridgewater Associates, announced his retirement in October, both he and the firm he founded more than four decades […]