…this year. On August 11, three major market averages—the Dow Jones, Nasdaq Composite and S&P 500 Index—each reached a record high. This is the 8th new record for the 30-stock…

…according to the Commerce Department.[1] Separately, the most recent S&P Case-Shiller index showed existing-home prices in twenty U.S. metropolitan areas were 13% higher than a year earlier.[2] These increases have…

…a recent move to a new ZIP code or county. How Do Subsidies Work? This is where things get a bit complicated. A health insurance subsidy is a tax credit…

…markets, as investors digest and act upon new (and often conflicting) information. Uncertainty is part of investing, and the chance to earn a commensurate return is the reward for bearing…

…we’ve witnessed firsthand (tech stocks in the late ‘90s and real estate in the mid-2000s), this story has played out before. Below is an excerpt from our newsletter to clients…

…parents should also double-check with their insurance company to determine whether there’s a HIPAA form the insurance company needs on file. Be sure to tell the insurance company if your…

…As we’ve covered before, today’s prices are driven by the market’s collective expectations about the future and only change when new information comes to light. New information is, by definition,…

Another new year has begun, which means the financial media’s latest “Where-to-Invest-Now” guides are coming to newsstands near you. As usual, headlines will look something like “Ten Stocks to Buy…

…the QOF or on December 31, 2026, whichever comes first. And the real kicker: After 10 years, investors can sell their QOF investment and not owe any tax on the…

…Growth Indices for small cap. [3] November 2005 through October 2015; Russell 3000 Value and Growth Indices. [4] 10-year annualized performance difference, Russell 3000 Value Index minus Russell 3000 Growth…

…of the decade. Citing “structural unemployment,” many commentators suggested the U.S. might never again prosper as it had before. In his October 2010 quarterly outlook, PIMCO’s then-revered bond king Bill…

…Why This Matters The sunset provision means an individual who passes away in 2026 may only be able to pass on $7 million free from federal estate tax, versus today’s…