Advisors

Feeling “like you can hit” was “l’esprit du jour” in ballparks that Saturday. Six other MLB players also belted grand slams. Zunino’s was the seventh, a new single-day record. “It’s officially the grandest day in Major League Baseball history,” wrote MLB.com. That record-setting Saturday was part of a record-setting month in a record-setting year for
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From duck decoys and hood ornaments to limited-edition sneakers and Pez candy dispensers, offbeat collectibles attract the eye of investors who crave tangible assets they can appreciate and that … well, appreciate in value. Assembling a collection of rare items is as much a labor of love as an investment tactic and won’t necessarily net
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eclipse_images | Getty Images Many tech companies enjoy robust earnings growth, strong balance sheets and growing dividends. What we call the technology sector is really an aggregate of many smaller subsectors. For investors, it’s key to look at these subsectors, which may offer unique long-term investment opportunities. When was the last time you had an
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Health-care news and the costs associated with it are obviously on everyone’s mind, and for good reason. As health care continues to take up a larger part of the overall economy, structural changes — such as the push toward paying for value, greater emphasis on care management and increased cost sharing with consumers — are
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How so? First, HSA contributions are tax deductible. Second, money saved in an HSA — up to $3,400 per year for people with an individual health plan and $6,750 for those with a family plan — can grow tax-deferred. This is especially advantageous for younger savers with fewer likely medical expenses and, therefore, potential withdrawals,
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While mutual funds and exchange-traded funds offer convenience, they have drawbacks, including lack of customization and transparency. And some are downright tax-inefficient. Investors who crave a more personalized approach but still want professional management might want to consider separately managed accounts. “Mutual funds are great, but you could say the same about penicillin,” said certified
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The year hurricanes Katrina and Wilma devastated Florida and Louisiana, Bill Begal’s property restoration and cleanup business took in more than $10 million in revenue. An average year, by comparison, could bring in up to $4 million — not bad for a company bootstrapped inside a family dry-cleaning store more than 20 years ago. “Flooding
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Courtney’s client isn’t nearly as diversified as one might imagine. By having money spread out in different funds tracking the Russell 1000 index, “it makes it seem like you’re diversified,” said Courtney. “But they’re all behaving the same way.” Anything that creates trouble for large firms will impact the client’s entire portfolio. That’s fine in
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JPMorgan Chase‘s chief executive, Jamie Dimon, is the most successful banker of his generation. He has successfully navigated a challenging environment over more than a decade, and his firm is stronger than ever. So naturally, given his status and success, his recent comments that Bitcoin was a “fraud” were taken seriously. Mr. Dimon’s comments may
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Underpinning new blockchain-based networks such as IPFS are protocols, or rules, embedded in software that govern how participants interact. At least in theory, many of the interactions that happen online, such as those on social networks, ecommerce sites and search engines, could take place between willing users on decentralised networks. “If any of these protocols
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One of the greatest benefits of investing early is that you will put the enormous power of the financial markets on your side for a longer period of time. Just how powerful are these market forces? Over the last 14 years, some of the best-performing investments were small-company U.S. stocks, which averaged 8.5 percent; high-yields
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A recent article in Fortune quotes an equity analyst who argues that Berkshire’s loss of two large acquisition opportunities this year “calls into question the effectiveness of their gentleman’s agreement acquisition strategy,” adding that unless something in Buffett’s negotiating tool box changes, it’s going to be difficult to maintain his reputation as a savvy and
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Henrik Sorensen | Getty Images As passive investing becomes chic, outflows have increased from closed funds — which are now looking to open again. Managers of actively run funds can’t seem to get a break these days, and that includes closed ones. With the rise of passive investing, their business model and sales pitch for
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There is an endless list of tax-advantaged accounts and plans on the market for consumers to choose from, so determining which plan or vehicle provides you with the most freedom and best features can seem, at first, like a daunting task. A good jumping-off point is to start asking yourself basic questions like: “Where will
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Meanwhile, Roth IRAs offer a somewhat different approach, because the money you’re putting into the account is after-tax rather than pretax. Thus, once you own the account for five years, there is no limit or penalty on the withdrawal of the contributions you’ve put into the plan (though withdrawing any investment earnings does trigger tax
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Many plan sponsors don’t realize they are fiduciaries. Fiduciaries have important responsibilities and are subject to standards of conduct because they act on behalf of retirement-plan participants and their beneficiaries. The most important responsibilities include, but are not limited to, drafting an investment policy statement, selecting the funds that will make up the investment menu
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There’s no way to sugarcoat it — market volatility is the new normal in today’s investing environment. For decades millions of American investors have followed an aggressive growth strategy — a strategy that worked. For many it went like this: During those wealth accumulation years, invest heavily in equities such as blue-chip stocks. Rinse. Repeat.
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