A Good Year: Keeping A Lid On Taxes
…post-tax returns for several stock funds we prefer, relative to a comparable universe of actively-managed funds. For every fund in every period shown, the post-tax return is higher than the…
…post-tax returns for several stock funds we prefer, relative to a comparable universe of actively-managed funds. For every fund in every period shown, the post-tax return is higher than the…
Think identifying the next Apple or Microsoft is difficult? Try being a diversified investor—now that’s really tough. Diversified portfolios are simply those comprised of numerous asset classes, the individual results…
…called the recent trend an “index bubble.” Others have claimed index funds are “un-American” and border on “socialism.” The most recent outcry comes from research firm Sanford Bernstein, which garnered…
…workers and businesses severely impacted by the COVID outbreak. At almost 900 pages, the CARES Act is complex. It encompasses a wide range of benefits and planning opportunities—including several notable…
…professional stock pickers underperform a relevant market benchmark. Stretch the evaluation period to 10 years and roughly 70% underperform. Over 15-year periods, the number of active managers who fail to…
…recommendations for combating COVID-19. In other words, advice doesn’t have to be complex to be effective. So, here’s our simple financial prescription: Since there’s no telling when various asset classes…
…investing dead? From our perspective, we’ve covered this terrain before and are as optimistic as ever for the future of value stocks: Value and growth stock fundamentals seem as relevant…
…you don’t fall into one of these categories, you are a non-eligible designated beneficiary. Common examples of non-eligible designated beneficiaries include adult children, grandchildren, and certain trusts. Those Who Will…
…the Dow is a collection of just 30 large cap U.S. stocks with a combined market capitalization of approximately $6.8 trillion. By comparison, the S&P 500 Index includes 505 large…
…company size was a factor in how stocks performed. Their analysis revealed that smaller companies tend to do better than larger companies over time. Company value: Analysis determined that stocks…
…portfolio comprised of the S&P 500 Index and U.S. Treasury bonds. Duquette’s latest research highlights how adjustments to an investment portfolio composition—specifically, including better diversification and increasing the portfolio’s stock…
…companies provide climate-related information in their audited financial reports. For example, as of June 30, 2021, nearly 80% of publicly traded companies in mutual fund manager Dimensional Fund Advisors’ database…