Don’t Give Up on International Stocks
…company. This is true whether that company is headquartered in Delaware or Denmark. The fundamental risk of owning a stock is the same across geographic markets, which is why it’s…
…company. This is true whether that company is headquartered in Delaware or Denmark. The fundamental risk of owning a stock is the same across geographic markets, which is why it’s…
…administer a trust without compensation, they are eligible for it. Most trust documents include provisions for trustees, including family members, to take reasonable compensation. While potentially entitled to compensation, they…
…funds can be withdrawn tax-free for qualified higher education expenses such as tuition, room/board, books, supplies and equipment. Tax-free growth is powerful when compounded over 18+ years. Account owners, typically…
…years, compared to the 9% average for all college and university endowments. The person responsible for Yale’s success is David Swensen, chief investment officer of the endowment fund. Yale recently…
…water index fund, a 3D printing index fund, an index fund focused on companies run by founder CEO’s (with the clever ticker symbol BOSS) and one tracking the 38 companies…
…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….
Q: I heard an investment joke that seems to be a valid critique of index fund investing. I’d like your response. The joke goes something like this, “A stock picker…
If you’ve just retired or are about to retire, you might be wondering about healthcare costs. Your concern is understandable—and valid. Retirees have faced the reality of healthcare cost growth…
…more reliable than the politically charged statements coming out of Washington. With that in mind, we continue to believe a diversified portfolio consisting of nearly every publicly traded stock and…
…the 12-month and 24-month periods immediately following a government shutdown compared to the average 12-month and 24-month returns for all periods since 1976. It may come as a surprise to…
…21, accessed December 9, 2021, <https://www.kiplinger.com/investing/stocks/stocks-to-buy/602136/21-top-stock-picks-the-analysts-love-for-2021> 2 Smith, Anne Kates and Huang, Nellie S., 2021, ‘5 Stocks to Sell or Avoid’, Kiplinger, December 16, accessed December 9, 2021, <https://www.kiplinger.com/investing/stocks/stocks-to-sell/601874/stocks-to-sell-for-2021> …
…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…