Market Month: January 2026
- Broadridge Content
The latest issue of Market Month is available.
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What's the Latest News?
Knowledge is power! The following news has been carefully selected by our office to empower your learning. Dive into trending news, thought-provoking insights, and everything in between.
Understanding Risk
- Broadridge Content
Volatility, uncertainty, and lower returns — these terms are found in any discussion of investment risk. Since your goal is to maximize returns with minimal risk, you must determine the level of risk you're comfortable with.
Retirement-Planning Tips for Women
- Broadridge Content
Women often face additional challenges when it comes to retirement planning.
Venezuela: Oil, oil everywhere — but not a drop to pump
- Financial Times
Venezuela’s oil sector offers significant long-term potential. But in the short to medium term, its impact on global oil markets will likely remain limited.
529 Prepaid Tuition Plans
- Broadridge Content
A 529 prepaid tuition plan is a type of qualified tuition program established under Section 529 of the Internal Revenue Code (the other type is a 529 college savings plan). Prepaid tuition plans can be offered either by states (called state-sponsored prepaid plans) or by private colleges (called college-sponsored prepaid plans).
Wealthy Colleges Face Expanded Endowment Tax
- Broadridge Content
Starting in 2026, wealthy colleges will face a new tiered tax on the net investment income of their endowments.
New Tax Rules and Strategies to Consider in 2026
- Forbes
The One Big Beautiful Bill included sweeping tax law changes. Here are several key changes individual taxpayers need to know in 2026.
Medicare
- Broadridge Content
Medicare is federally sponsored health insurance for retired individuals, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare.
Retirement Plans for Small Businesses
- Broadridge Content
Retirement plans offer many advantages for small businesses.
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