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A BROAD APPROACH TO INNOVATIVE TRENDS

Kiplinger's Personal Finance

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November 2025

KIPLINGER ETF 20 UPDATE

- BY NELLIE S. HUANG

TWO years ago, we removed a thematic fund focused on alternative energy from the Kiplinger ETF 20, the list of our favorite exchange-traded funds, and replaced it with SPDR S&P Kensho New Economies, which spreads its bets across a variety of new-new things, including green energy, drones, smart homes and electric vehicles. Since then, the Kensho ETF has returned a cumulative 25.7%. That doesn't beat the S&P 500, which has gained 45.0%, but it's far better than the cumulative 39.6% decline in Invesco WilderHill Clean Energy, the fund that the Kensho ETF replaced. In other words, a more diversified approach to investing in innovative techn

PLUS D'HISTOIRES DE Kiplinger's Personal Finance

Kiplinger's Personal Finance

Kiplinger's Personal Finance

Same Story, Different Year

WHAT does the Federal Reserve's rate-reduction initiative mean in the short run for your fixed-income holdings? You'll recall that one year ago, the Fed cut three times, starting by hacking its benchmark overnight funds rate by 0.50 percentage point in September. The year ended with bond markets and fund returns in retreat. It's wishful thinking that cheaper short-term credit and falling money market yields will spark a general bond-buying binge and propel your 2025 total returns toward 10% by year-end.

time to read

2 mins

December 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

WHEN HELPING MOM AND DAD HURTS YOUR WALLET

New research shows how assisting an aging parent with expenses can strain your own finances.

time to read

3 mins

December 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

WHAT'S AHEAD FOR SOCIAL SECURITY

Bipartisan collaboration on a mix of reforms will likely be needed to keep the system solvent and benefits intact.

time to read

3 mins

December 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

WHAT TO MAKE OF A HOT IPO MARKET

This year's crop of initial public offerings could be even dicier than usual because of a skew toward tech and crypto.

time to read

5 mins

December 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

Grab a Deal on a Winter Getaway

In the early months of the year, travel demand dips-and so do prices.

time to read

5 mins

December 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

8 DIVIDEND FUNDS TO CONSIDER NOW

Our picks deliver a diversified portfolio of dividend stocks.

time to read

6 mins

December 2025

Kiplinger's Personal Finance

A NEW WAVE OF ETFS IS ON THE WAY

A long-expected decision from the Securities and Exchange Commission is close to being official, and it could mean more exchange-traded fund options for investors.

time to read

1 mins

December 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

CHECKING IN ON THE KIPLINGER DIVIDEND 15

Our favorite dividend payers have had a good year on average, beating the market and yielding twice as much.

time to read

14 mins

December 2025

Kiplinger's Personal Finance

THIS FUND FERRETS OUT HIGH-QUALITY STOCKS

THE U.S. stock market has been notching new highs, which tends to kick up the likelihood of a market pullback (defined as a drop of 5% to 10%) or even a correction (a 10% to 20% selloff). That's where JPMorgan U.S. Quality Factor comes in.

time to read

1 mins

December 2025

Kiplinger's Personal Finance

Kiplinger's Personal Finance

New Ways to Use 529 Funds

Tax-free withdrawals from these plans could help you sharpen your job skills.

time to read

2 mins

December 2025

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