A Good Year: Keeping A Lid On Taxes
Memories fade fast, but 2014 was a good year. The U.S. had the highest rate of job growth since 1999, world hunger reached a new low, and it was another…
Memories fade fast, but 2014 was a good year. The U.S. had the highest rate of job growth since 1999, world hunger reached a new low, and it was another…
Recently, Federal Reserve officials announced they anticipate raising short-term interest rates later this year. This news is likely to renew fears for bond investors, as bond prices move in the…
…and married couples with a modified adjusted gross income above $170,000 pay higher premiums. A recent analysis from the Center for Retirement Research (CRR) at Boston College noted a complication…
…That same morning, just a few hours’ drive east of Punxsutawney, at CNBC’s headquarters in New Jersey, a far less festive group of forecasters assembled. They performed a similar analysis,…
…is better than ever, but only a little faster than the competition. Investors have also become more skillful as a collective group over time. Information from companies, analysts, government agencies,…
…years. As global investors uncover new information and reassess their expectations, market volatility is likely to persist. During times like this, it is important to maintain perspective: Volatility works both…
Our country will elect a new President next Tuesday and, as expected, financial pundits are busy making promises of how election results will impact market returns. News headlines such as…
…falling? If only it were that easy. The reality is that nobody knows exactly when or how much rates will move. Following the Fed’s December 2015 increase, for example, interest…
…estate plan. For example, naming the eldest child on an account as a form of convenience may inadvertently displace other children. Titling should be reviewed for every major asset and…
In a recent New York Times article, we shared our perspective that rebalancing serves an essential purpose—to manage risk. Adjusting a portfolio’s composition to maintain a desired asset mix is…
…index fund.[1] Mr. Kritzman devised a method to accurately measure the long-term impact of all the expenses associated with investing in a mutual fund or hedge fund. He calculated average…
…has proven to be a poor predictor of future success in active investing. A new study from The Vanguard Group highlights what we’ve long said—past winners don’t repeat. Using Morningstar’s…