Value ETFs can vary widely depending on how the index provider defines the term, as evidenced by the differences in the value and growth slices of the S&P 500 and Russell 1000 benchmarks.
U.S. lawmakers should close loopholes, raise the estate tax and hike the capital-gains tax so that it equals the rate on labor income, the Microsoft founder wrote Monday in a year-end blog post.
FINRA claims Oppenheimer clients may have incurred more than $3.8 million in extra fees that they would not have had to pay if they had held their UIT positions to their maturity dates.