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Environmental, Social, and Governance (ESG) Funds Overview
Alexa defines Environmental, Sustainable, and Governance (ESG) investing, and summarizes how to navigate the growing number of ESG funds available.
New Rates For I Bonds – April 2023
The new I Bond semi-annual inflation rate will be 1.69%. This article will explore how we calculate that and information on those considering whether they should buy in now, or sell old I Bonds.
Highlights from SECURE 2.0 Act
The SECURE 2.0 Act, signed into law on December 23, 2022, has an extensive list of changes relevant to retirement planning. The following is a brief overview of some of the changes:
What are I Bonds? Should I Buy Them?
I Bonds are inflation-protected bonds offered directly by the U.S. Treasury. Although they generally won’t return as much as stocks, they are great to maintain purchasing power.
Protecting your Digital Identity with a Password Manager
Password managers can significantly enhance your digital security by providing unique, brute-force-proof passwords while only having to remember a single password.
Kiplinger.com: A Quick Primer on Tax-Loss Harvesting
Tax-loss harvesting can be useful in an array of situations, but understanding when to best utilize this strategy is key. Tax-loss harvesting is the practice of selling an investment for a loss.