Posts Tagged ‘stocks’
Prospects for Investing in the 2020s
Overview They say hindsight is 20/20, but it’s difficult to grasp that one day we could look back at this pandemic and recognize where we should have placed our investments. Perhaps a young researcher — sequestered in his home — will find a cure and a vaccine, start his own company and be the fastest-rising…
Read MoreIs Risk Lurking in Your Portfolio?
“Ya gotta spend money to make money.” “The greater the risk, the greater the reward.” “No pain, no gain.” No matter where we look or what we read, we are reminded that growth always requires some level of risk. It’s especially true when it comes to growing our money; we know that investing is an…
Read MoreAvoid Surprises Related to Mutual Fund Distributions
Like individual stocks, investors are required to pay on gains realized from mutual fund holdings. However, the process of identifying mutual fund gains and calculating how much is owed on those gains is much less straightforward than the process for individual stocks. Understanding the types of mutual fund distributions, how they are taxed, and the…
Read MoreAsset Location Strategy Focuses On Improving After-Tax Returns
A frequent topic of conversation during advisor / client meetings is that of asset allocation. Most investors are familiar with the basic principles of diversification and optimizing asset allocation will always be a major consideration in the pursuit of maximizing account returns. One topic that is just as important but less frequently discussed is asset…
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