Kip 25

How The Kip 25 Funds Performed

Our actively managed funds turned in mixed results over the past year. But they are in the race for the long haul.

A race, especially a marathon, requires planning and preparation. Runners set time goals, and they have a plan for how to tackle rough stretches of the course. Investors aren’t much different. They set performance goals and build a diversified portfolio that can get them there, in good times or bad.

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Your Guide to Roth Conversions
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Your Guide to Roth Conversions

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February 25, 2021
10 States With the Highest Sales Taxes
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10 States With the Highest Sales Taxes

Before you embark on a shopping spree in any of the 10 worst states for sales taxes, make extra room in your budget.
June 16, 2021
12 Housing Stocks to Ride the Red-Hot Market
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12 Housing Stocks to Ride the Red-Hot Market

The U.S. has a housing shortage and a love affair with home improvement, both of which could create tailwinds for this group of housing stocks.
June 8, 2021

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5 Best Mutual Funds to Fight Inflation

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Vanguard Money Market Funds: What You Need to Know
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Vanguard Money Market Funds: What You Need to Know

Vanguard money market funds are a notable asset storage tool. Here, we break down what you need to know about the firm's six offerings.
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Principal Healthcare Innovators: Earnings Not Wanted
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Principal Healthcare Innovators: Earnings Not Wanted

This stock fund uses "counterintuitive" criteria to target small and midsize healthcare companies focused on innovation.
May 27, 2021
Vanguard Short-Term Investment-Grade Keeps It Short and Sweet
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Vanguard Short-Term Investment-Grade Keeps It Short and Sweet

This member of the Kiplinger 25 focuses on debt with one- to five-year maturities, making it less sensitive to interest-rate shifts.
May 25, 2021