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Countdown to SpaceX: Will Your Funds Own It?
With SpaceX expected to complete its initial public offering (IPO) this month, many investors are asking a simple question: Will I own SpaceX in my mutual funds and ETFs? The answer is: it depends on the index your fund follows. Recent changes by some index providers...
Miles, Points, and Perks: Are They Worth It?
With summer around the corner, vacations are on everyone’s mind — and so is the question of how to pay for them. I’m headed to Canada next week and as I was planning, I remembered a trap I fell into our last international tip — foreign transaction fees. This led me...
To Trust or Not to Trust
Hamlet’s famous soliloquy begins, “To be or not to be, that is the question.” As we approach retirement and think about what our “fourth quarter” will look like, many of us face a similar question: “To ‘trust’ or not to ‘trust’?” Retiring well can mean many things,...
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