There are three certainties in life: death, taxes, and change. Here is an in-depth review of some of the tools and techniques we can use to reduce one of those certainties: your lifetime tax bill (or beyond, through a tax-efficient transfer to heirs).
Did you know there is a difference between "good" and "bad" inflation? Although inflation forecasts remain as fuzzy as ever, here is how investors can best prepare for whatever may happen next.
Are low interest rates here to stay? After analyzing 800 years of real interest rates, a working paper from the Bank of England seems to say so.
An illustrated world review of selected capital market results in 2020.
Good tax planning is not about finding a loophole. It's not an aggressive or risky set of tax strategies. Good tax planning is simply knowing the financial rules that affect you and fairly abiding by them.
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.
Logic and history argue for a commitment to value stocks, so investors can be positioned to take part when those shares outperform in the future.
It is not particularly unusual for the market to be concentrated in a handful of stocks. The extraordinary performance of FAANG stocks over the past decade are leading some to wonder if we should expect these stocks to continue such their strong performance going forward.