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Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.
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An investor’s personal situation should be considered when assessing his or her risk tolerance.
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Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.
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Helping a grandchild obtain a college degree could be life-changing for the student. Still, it’s important to consider how a gift could affect student aid and taxes.
