The Know

The Social Security Administration changes its cost-of-living adjustment (COLA) each year to help benefits keep pace with inflation. The COLA for 2027 is 3.6%. See how it compares to past years’ figures.

Read on for an action plan for market declines that prioritizes what to do first and what to avoid. You’ll also learn how to pressure-test your goals, time horizon and risk before making any changes.

Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.

Interest rates can shape savings, investments and borrowing costs, impacting everything from mortgages to short-term loans and overall financial strategy. Learn more here.

Mutual funds are popular investment vehicles. If considering, review the objectives, underlying investments, performance and fees. Understanding the options helps you decide what’s right for you.

Money market funds and money market accounts are similarly named products, but they are very different investment vehicles. Explore how they differ in terms of returns, risks and liquidity so you can decide which one best fits your financial plan.

Brokerage accounts allow you to buy investments like stocks and mutual funds. But can you have multiple brokerage accounts?

Learn how the Nasdaq was founded, how it came to be known as the exchange of choice for technology stocks and how it continues to  influence global markets.

Brokerage accounts aren’t FDIC insured, but SIPC offers protection if your brokerage firm fails. Learn how your investments are safeguarded.

The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.

One of the biggest responsibilities of the Federal Reserve is setting monetary policy through the raising and lowering of interest rates. But how does it decide which direction to move? Keep reading.

Explore key strategies for managing cash in an evolving interest rate environment and how investors can optimize their portfolios.