…Stock Picks for 2022 From Top-Performing Fund Managers. Forbes, December 20, 2021. https://www.forbes.com/sites/sergeiklebnikov/2021/12/20/10-great-stock-picks-for-2022-from-top-performing-fund-managers/?sh=2e72714e2222 [iv] J.P. Morgan Global Research. 2022 Market Outlook: More Upside for Stocks, Economic Growth to Rebound. https://www.jpmorgan.com/insights/research/market-outlook-2022…
…has proven it to be the better way to invest. And, it doesn’t need a warning label. _____________________________ [i] https://fortune.com/2023/01/12/11-stocks-2023/ [ii] https://www.goldmansachs.com/intelligence/pages/us-stocks-are-forecast-to-have-less-pain-but-no-gain-in-2023.html [iii] https://www.goldmansachs.com/intelligence/pages/china-2023-outlook-after-winter-comes-spring.html [iv] https://www.cnbc.com/2022/12/20/jim-cramer-says-these-7-stocks-will-be-winners-in-2023.html [v] https://www.institutionalinvestor.com/article/2bstoaspi8lrcakelcqv4/research/meet-the-new-stars-of-the-all-america-research-team [vi] https://www.cbsnews.com/news/morgan-stanley-stock-outlook-20-percent-drop/…
…application for spousal benefits. To file and suspend, or file a restricted application for spousal benefits, one must already have reached full retirement age (between 65 and 67 depending on…
…US TIPS Index. [iii] https://www.nacubo.org/Press-Releases/2024/US-Higher-Education-Endowments-Report-7-7-Return-for-FY23-While-Spending-More [iv] https://finance.harvard.edu/files/fad/files/fy23_hmc_letter.pdf [v] https://www.investmentnews.com/wirehouses/features/morgan-stanley-wealth-unit-unveils-plan-to-hit-growth-target-250590) [vi] Richard Ennis. “Hogwarts Finance.” Social Science Research Network (SSRN) paper. October 26, 2023. Hogwarts Finance by Richard Ennis :: SSRN…
…considered income to the student—and this can affect student aid. The FAFSA Factor Why is this? Blame the Free Application for Federal Student Aid, or FAFSA—the most common source of…
…“How Will Artificial Intelligence Stock Trading Change Finances?” ReHack. May 17, 2021. https://rehack.com/ai/how-will-artificial-intelligence-stock-trading-change-finances 3 David Booth. “Why the Wisdom of the Market Crowd Beats AI.” Dimensional. May 22, 2023. https://www.dimensional.com/us-en/insights/david-booth-in-the-financial-times-why-the-wisdom-of-the-market-crowd-beats-ai…
…agencies. We recommend you consider taking the following precautions to protect your security and identity: Place a credit freeze. A credit freeze will halt any application for a new line…
…trading strategy can possibly believe they are capable of outsmarting today’s ultra-competitive market. ________________________________________ [1] http://www.cbsnews.com/news/is-the-us-stock-market-rigged/ [2] Foley, Stephen. “Vanguard chief defends high-frequency trading firms.” Financial Times, April 25, 2014….
…deeper understanding of wealth. My calculus teacher, Mr. Swanson, a man in his sixties, completely bald, with a smile that lights up a room and the kindest eyes you’ll ever…
While doctors have long prescribed regular checkups, adequate rest and nutrition, strong social ties, and exercise for optimal wellness, proper healthcare need not compromise financial well-being. For recent retirees too…
…simple—sock away and invest money specifically for education expenses—these accounts can be surprisingly complex. A 529 college savings plan is a tax-advantaged account for education savings. Much like a Roth…
The Federal Trade Commission reported a 47 percent year on year increase in identity theft complaints from 2014 to 2015. Identity theft remains among the top scams consumers report to…