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Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.
Sustainable Investing
Responsible Investing and Active Ownership
Invesco considers the different approaches to ESG taken in the investment industry and the evidence o the impact of adopting ESG criteria on investment performance.
Sustainable Investing
Sustainable Factor Investing
This white paper chronicles the rise of responsible investing and the ever-growing consideration of environmental, social and governance issues in portfolio construction.
Retirement
From Assets to Income: A Goals-Based Approach to Retirement Spending
Understand Vanguard's approach to spending and saving in retirement without relying on guaranteed sources of income.