Glancing Back at 2021, Looking Forward to 2022
…lessons we’ve emphasized in the past remain as relevant as ever. Lesson #1: Markets Are Forward-Looking … You Should Be Too By studying returns across markets and over time, many…
…lessons we’ve emphasized in the past remain as relevant as ever. Lesson #1: Markets Are Forward-Looking … You Should Be Too By studying returns across markets and over time, many…
…lines. Each faces similar risks—changing consumer preferences, intense competition, a complex and changing regulatory environment, and fluctuating commodity (sugar) prices, to name a few. Because their risks are similar, each…
…to defer. At Nike, for example, eligible employees can defer up to 100% of three different sources of compensation: next-year’s base salary, performance sharing bonus, and long-term incentive plan compensation….
…An industry’s worth of newly coined terms are now common lingo. Fidelity Investments recently estimated roughly 80 million U.S. investors already owned or had invested in a form of cryptocurrency,…
…As an investor, you’re better off investing in the companies that put gold to good use, rather than investing in the raw material itself. REIT Returns Compared to Stock Returns…
…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…
…are taxed at ordinary income rates. By contrast, Roth IRAs grow tax free, distributions are tax free, and there are no RMDs unless the account has been inherited. Reduced Taxes…
…HSAs offer a cache of tax benefits—some known, some less so—to those willing to give them a second glance. The Basics HSAs are not open to everyone. To qualify, individuals…
…assume doing so will lead to better results, after all costs, than those which could be achieved without consultants’ guidance. Until recently, however, evidence to validate this assumption has been…
…than growth stocks? Yes—in theory. Academics have long pointed out that investors should rationally expect to be compensated for the risk of owning stocks. The higher a company’s perceived risk,…
…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…
…a Block Trade Let’s be honest. When you or I place a trade for our personal accounts, the investing world doesn’t really care. For example, say I buy or sell…