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The Baron Real Estate Fund (BREFX +0.44%) owns a diversified portfolio of real estate businesses. It focuses on companies with growth potential, including REITs, homebuilders, and others that benefit from the real estate sector’s growth. As of mid-2026, the fund had about $2.3 billion in net assets invested across 45 companies, led by the following…

As July nears its halfway point, the U.S.’s Social Security Administration (SSA) has kicked off this month’s three-Wednesdays payment cycle and is this week set to issue its latest round of benefits. Read on for details on July’s distribution timeline for the following SSA benefits programs: Social Security (retirement, disability and survivor) Supplemental Security Income…

Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm…

In Cathie Wood’s Ark Genomic Revolution ETF (ARKG 1.77%), as of July 10, the three top holdings are Tempus AI, 10x Genomics, and Twist Bioscience. But digging past the top 10 holdings, there’s a $1.8 billion biotech company with a growing drug pipeline that’s also landed big-name healthcare partnerships. That company is Recursion Pharmaceuticals (RXRX…

According to TheFly, Truist analyst Christopher Souther initiated coverage of Oklo with a ‘Hold’ rating and a $55 price target, implying about 20% upside from its last close. Wood’s fund has been rapidly accumulating XE stock since the start of the month. The buying spree comes amid a renewed spotlight on nuclear energy stocks, driven…

Year to date, the S&P 500 (^GSPC 0.79%) and Nasdaq Composite (^IXIC 1.55%) have added 11% and 13%, respectively. The driving force behind that upside has been strong corporate financial results. However, the Federal Reserve has become increasingly hawkish in recent months because of the impact of the Iran conflict. Half the members on the…

If your goal is to collect the largest possible Social Security check in retirement, you probably know the basics: Work for at least 35 years and wait until age 70 to claim benefits. But there’s one hurdle many claimants overlook. Even if you delay your claim until 70 and put in a full 35-year career,…

© Indypendenz / Shutterstock.com Buy an income ETF, spend the income, and the ticker on your brokerage screen becomes a running scoreboard of what you actually own. That is the awkward reality confronting holders of the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) right now. On a price-only basis, JEPI is down about 0.9% year to…

Millions of Social Security recipients across the US are set to receive their monthly benefit payments this week, offering vital financial support to retirees, disabled workers, and other eligible beneficiaries. The latest round of payments will arrive on Wednesday, July 15, for recipients whose birthdays fall between the 2nd and 11th day of any month,…

Inflation is still biting. The Iran war fallout is still rippling through energy markets. The Fed is talking about rate hikes again. And the June jobs report came in at just 57,000, less than half of what economists expected. If any of that has you uneasy about your portfolio, Warren Buffett has something to say…