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In this week’s podcast, Christine Benz encourages investors to prioritize creating policy statements this month, Russ Kinnel uncovers which funds investors are selling in 2021, Christine Benz shows retirees how to assess their portfolios, and Ben Johnson tells us everything we need to know about thematic funds.

Investing Insights: The Latest on ETF Tax Changes and Model Portfolios

Investing Insights: Struggling Funds and Stretch IRA Updates

Investing Insights: First-Quarter Review, Christine Benz on Managing Cash in Retirement, and More

The Long View: Pat Dorsey - Economic Moats and More

The Long View: Hilary Wiek - Perspective on Private Markets