Financial Security

BlackRock’s Funds Are Under Attack

What happens when a massive hedge fund takes on the world's largest money manager? They go to war. Hedge fund Saba Capital Management is...

Are You Part of the Missing $1.65 Trillion in 401(k)s?

Americans are possibly missing $1.65 trillion in lost 401(k) accounts, according to new research by Capitalize. These are mostly forgotten 401(k)s left behind by...

ESG’s New False Choice

Investors buying index funds with ESG mandates from managers like BlackRock have their shares voted for them, and usually without their input. This has...

Swimming with the Sharks

Your comfort level as an investor should be like your comfort level sharing the water with sharks: somewhere between scared to jump in for...

Don’t Let Your Investments Get Swept Away

Your Survival Guy has warned you to separate your banking from your investments at companies that do both, like Charles Schwab. Now, Justin Baer...

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