U.S. Securities and Exchange Commission
Latest
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Rising Cyber Threat of AI: The Kiplinger Letter
The Kiplinger Letter Security experts warn that generative AI brings new risks with no clear defenses. With AI's rapid adoption, businesses are vulnerable.
By John Miley Published
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Best Bitcoin and Crypto ETFs to Buy Now
cryptocurrency After a major regulatory win, Bitcoin and other digital currencies are booming. These bitcoin and crypto ETFs will give you exposure to the space.
By Will Ashworth Last updated
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SEC Cracks Down on Misleading Fund Names and Greenwashing: The Kiplinger Letter
The Kiplinger Letter The SEC rules aim to crack down on so-called “greenwashing” — misleading or deceptive claims by funds that use ESG factors.
By Rodrigo Sermeño Published
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Penny Stocks: Why You Should Always Stay Away
Scams With the exception of some large foreign firms, investors should generally avoid stocks that trade over-the-counter.
By Dan Burrows Last updated
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For a Concentrated Stock Position, Ask Your Adviser This
There can be advantages to having a lot of stock in one company, but ‘de-risking’ can help avoid some significant disadvantages.
By Robert Gorman Published
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Three Financial Tips for Women’s History Month
Women still face unique economic and social challenges today, so here are some key things to consider that can lead to a more secure financial future.
By Julia Pham, CFP®, AIF®, CDFA® Published
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Worried About Checking Your Portfolio? Don't Be: Things Are Looking Up
Though the markets are still fluctuating, this expert sees an encouraging upward trend and is giving himself permission to check his investments.
By Andrew Rosen, CFP®, CEP Published
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Laid Off With a Severance Package? Here’s How to Make a Plan
Gathering all the relevant information and staying organized is key, as is getting your financial team involved. Here are five financial planning tips to help.
By Michael Aloi, CFP® Published
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The Markets Were Miserable Last Year, But That’s Great News
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments.
By Andrew Rosen, CFP®, CEP Published