
Tax-Wise Investment Techniques
Financially, there is scarcely a move you can make without considering how taxes might influence the outcome.

Financially, there is scarcely a move you can make without considering how taxes might influence the outcome.

Financially, there is scarcely a move you can make without considering how taxes might influence the outcome.

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term.

Investors have long recognized the reasons why companies elect to go public, but we must now also consider the implications of the move.

If higher inflation does materialize, will it arrive sooner or later? Will it be moderate or severe? Brief or prolonged?

Let’s take a closer look at what to make of all the commentary about inflation, and what you can do about it as an investor.

If you have been putting off your estate planning, taking the initial steps can be daunting, but also liberating at the same time.

As companies grow to become some of the largest that are trading on the US stock market, the returns that push them there can be impressive.

When you pass, somebody will need to settle your estate. So why do so many families procrastinate when it comes to essential estate planning?

Stock market declines over a few days or months have lead to many investors questioning if we should anticipate a down year.

History suggests that making decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes.

Bitcoin mania is receiving intense media coverage, prompting many investors to wonder whether it deserves a place in their portfolios.

Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination.

You have likely heard the terms SPAC (Special Purpose Acquisition Company) or NFT (Non-Fungible Token) in the news lately. But what exactly do they mean?

Do network effects provide the largest tech companies with advantages that lead to business and stock market success? Not necessarily.

You may not be interested in using cryptocurrency as a means of exchange. But what about trading cryptocurrency, directly or in fund form?

Social media investors have recently banded together on unconventional platforms to drive up the prices of a handful of “meme stocks.”

In a three-part series, we are taking a closer look at the cryptocurrency craze. Our second section is entitled “Spending Cryptocurrency.”

A recent flurry of return spikes for a handful of US stocks has captivated investors and non-investors alike.

In a three-part series, we are taking a closer look at the cryptocurrency craze. Our first section is entitled “Understanding Cryptocurrency.”

Index additions and deletions are typically a routine affair, but the recent addition of Tesla to the S&P 500 stirred up a lot of attention.

Why do we invest in stocks? Many of us do so because stocks offer higher expected returns than cash and short-term government debt.

Investors often consider yield when assessing the expected return of a bond. Yield to maturity equates the current price of a bond to its coupon structure.

While we all prepare for a fresh start in the new year, here are six financial best practices to help you efficiently close out 2020.

Exchange-traded funds (ETFs) share many features with mutual funds, but the process of buying and selling them is different.

Those receiving dividends may have been surprised to see lower-than-expected payouts following the onset of the coronavirus pandemic.

In the run-up to the U.S. presidential election, you’ve probably been hit by enough breaking news to propel you well into 2021.

In financial circles, presidential elections inevitably lead to discussions on the potential impact they can have on the markets.

Investment returns have two parts: the expected return and the unexpected return. Which of the two applies with FAANG stocks?

When deciding to use lump-sum investing (all at once) or dollar-cost averaging (over time), it’s unlikely to matter nearly as much as whether you invest efficiently to begin with.