International Investing: Opportunity Overseas?
For the past decade, U.S. stocks have outperformed foreign stocks by a wide margin, due in large...
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Category: Investment Planning
Money Market Funds in a Low Rate Environment
After pushing interest rates gradually upward for three years, the Federal Reserve dropped the...
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Five Investment Tasks to Tackle by Year-End
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It...
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Things to Consider When Purchasing Property Abroad
Maintaining a diverse portfolio is key in protecting your investments from significant losses....
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Investing Lessons from Basketball Tournaments
Basketball tournaments are a major delight for sports fans, often creating a frenzy in which both...
Read MoreThe Art of Asset Location
Asset location is a part of the investing strategy that involves deciding which investments to hold in which accounts, and taxes play an important role in this decision. Here are a few basic guidelines. Hold in Your...
Read More2013 Year End Charitable Giving Timetable
Gifting investments is becoming more and more popular. Schwab has created a timetable to let you know what the deadlines are in case you are interested in doing some stock/fund gifting this year. As always, give us a call to...
Read MoreHead to Head Competition: Large Growth versus Large Value
The battle between large-cap growth and value investing has been going on for years, with each style trying to seize the spotlight. Although there is an annual frontrunner, history shows that leadership shifts with market...
Read MoreReducing the IRS’ Bite with Tax-Efficient Funds
Handing over a portion of your investment earnings to the IRS is never pleasant. Fortunately, a specific category of mutual funds, called tax-efficient funds, might help you keep the amount you send to Uncle Sam to a minimum....
Read MoreTake Advantage of Tax-Deferred Accounts
One of the main reasons why retirement accounts are so beneficial is the power of tax deferral. In a tax-deferred investment vehicle, such as a 401(k) plan or an IRA, your earnings are not taxed until you begin withdrawing money...
Read MoreThe Importance of Staying Invested
Investors who attempt to time the market run the risk of missing periods of positive returns. The image illustrates the value of a $100,000 investment in the stock market during 2000–2006, which included the bear market of 2001...
Read MoreExploration in Diversification
Investors often wonder how many funds they need to reduce risk through diversification. The answer isn’t a specific number of funds, but rather the holdings of each fund. If multiple funds in a portfolio have similar holdings,...
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