Investment Strategy

The Surging Popularity of ETFs: 4 Key Reasons

Exchange-traded funds (ETFs) have become increasingly popular among investors, with their growth driven by distinct advantages over traditional mutual funds. According to Morningstar data, ETFs have amassed approximately $9.7 trillion in assets since August 2024, since their inception in 1993. In contrast,…

5 Critical Financial Steps to Take Before You Retire

As you approach retirement, it’s essential to navigate the transition smoothly. Understanding key financial steps can help ensure a comfortable and secure retirement. Susan Dziubinski from Morningstar discusses with Christine Benz, director of personal finance and retirement planning, the essential actions preretirees…

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