This month marks the five-year anniversary of the start of the pandemic, making it a good time to look back and ask what lessons we might learn. In early-2020, when Covid was first identified in the U.S., the stock market dropped 34% in the space of five weeks. But later in the year—after the [...]
A new way
There’s a change coming in the way many of us will invest in the coming years. But for background, it’s important first to look at a related—though seemingly mundane—investment concept known as tax-loss harvesting. To understand how tax-loss harvesting works, we can look at a simple example. [...]
Navigating a market in transition
Fifty years ago, when the first index funds were getting started, critics wasted no time attacking the idea. They called it “un-American” and a “sure path to mediocrity.” But over time, indexing has grown, to the point that it now accounts for more than half of all mutual fund assets in the U.S. [...]
Thematic investing
Marvin Steinberg was a psychologist who founded the Connecticut Council on Problem Gambling. During his career, he made some uncomfortable observations about the behavior of stock market investors. In many cases, he felt, investors’ behavior veered awfully close to gambling. This is the sort of [...]
Tax planning for 2025
In Washington, 2025 is beginning to look a lot like 2017. Republicans again control the White House, the Senate and the House, and several economic proposals are again on the table. But a key difference between then and now is that today the Republican majority in the House is far more narrow. This [...]
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