Will I Be Taxed on the Sale of My Home?
Putting a house on the market this spring and anticipating a windfall? You’re not alone. With soaring home values nationwide, many homeowners can expect a tidy profit from selling their…
Putting a house on the market this spring and anticipating a windfall? You’re not alone. With soaring home values nationwide, many homeowners can expect a tidy profit from selling their…
…good days, too, can take a real dent out of the mountains of green. Consider that the annualized compound return of the S&P 500 Index was 10.7% from 1990 through…
When it’s time to begin thinking about long-term care options for yourself or a loved one, a little preparation can go a long way. This holds true whether you’re searching…
…stocks alone accounted for nearly 18% of the entire market capitalization of the S&P 500 Index at year-end 2021. “FAANG” is the catchy acronym for tech titans Facebook, Amazon, Apple,…
By the time Thanksgiving rolls around, many people are eager to support the charities and nonprofits closest to their hearts. And while it may be tempting to pull out a…
…90+ years, and using the S&P 500 Index as a proxy for the market, a buy-and-hold approach would have outperformed a timing strategy aimed at avoiding a recession. In the…
The SECURE 2.0 Act was signed into law December 29, 2022, as part of a broader spending bill. This expanded version of the Setting Every Community Up for Retirement Enhancement…
…debt ceiling. In the six months preceding a past increase in the debt ceiling, price returns for the S&P 500 have averaged 4.2%. In the six months following a decision…
…would today be worth $95,000. The same sum invested in a balanced portfolio of stocks and bonds (S&P 500 and Bloomberg US Aggregate Bond Index) would have grown to more…
…to purportedly run on AI. At least 13 exchange-traded funds have put AI applications in charge of managing their portfolios. Almost all lagged behind the S&P 500 last year.1 Algorithms…
…the S&P 500 Index returned nearly -1% per year. One dollar invested turned into 91 cents. Similarly, from January 1965 to December 1974, the U.S. stock market underperformed cash by…
…tax-friendly year for Vista portfolios. Not so for many mutual fund shareholders, who found themselves on the receiving end of large tax bills. In 2014, over 500 mutual funds distributed…