Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.