Active Investing Strikes (Out) Again
At least active investment managers are consistent, we’ll give them that. The term “active” refers to efforts to outperform markets through security selection and market timing. Examples include exiting sectors…
At least active investment managers are consistent, we’ll give them that. The term “active” refers to efforts to outperform markets through security selection and market timing. Examples include exiting sectors…
…they were earlier in the year. The information conveyed by millions of investors with real money at stake is more reliable than the politically charged statements coming out of Washington….
…36 months later. While an inverted yield curve may be an indicator a recession is coming, it is not a reliable indicator to profitably time stock markets. And while stock…
…the starkest example of this. From 1900 to 2009, annual U.S. economic growth was about 1% higher than the U.K.’s.[1] Meanwhile, the United Kingdom was losing its position as the…
Consumer Reports provides a valuable service for those in the market for a new car, television, or vacuum cleaner. Investors, however, have no such reliable publication. As we’ve highlighted before,…
…that after adjusting for company size and price, companies with higher profitability delivered better returns. While more profitable companies would ordinarily be expected to have higher relative prices today and,…
…year. Qualifying expenses include tuition, fees, books, supplies, computers, and computer-related equipment. Room and board also qualifies as long as your student is enrolled at least half-time. One caveat: If…
…alluring as those new AirPods, but they’ll come to appreciate the value of a good investment. Gifting securities can be a little complex because gift value is based on current…
The purpose of estate planning is often to pass assets to survivors and heirs with as little tax as possible. Planning can be challenging as estate tax laws are complicated…
A variable annuity is an insurance contract that also has an investment component. The insurance company provides the contract owner with future income payments based on the initial contract value…
…a lifetime goal and financial freedom that comes from being debt free—particularly as one heads into retirement. Find That Balance When thinking about paying off a mortgage, the right answer…
…the Oregon College Savings Plan is a state-sponsored, tax-advantaged 529 savings plan designed to help participants save for future college costs. Earnings grow free from federal tax, and Oregonians can…