The muni bond advantage
With low interest rates, higher tax rates, and heightened market volatility, striking the right balance between generating income and preserving principal can be challenging.
Last update: January 2018
Why diversify? Market leadership changes
In dynamic financial markets, the performance of investments can change frequently. Diversifying a portfolio across many assets is a classic strategy to avoid the risk of picking one investment that can fall out of favor.
Data is as of 12/31/17
Financial planners suggest that finding the ideal retirement spot means weighing a number of pros and cons about each state — and not just the weather — including the size of the tax bite, which can vary greatly. How does your state rate on taxes?
Last update: February 2015