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 [...]
Notions in personal finance
A quote often attributed to Mark Twain goes as follows: “It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so.” This certainly applies to personal finance, and that’s why it can be helpful to take a step back sometimes to revisit some of the most [...]
- « Previous Page
- 1
- …
- 5
- 6
- 7
- 8
- Next Page »
