Six Strategies for Generating Greater After-Tax Returns

Tuesday, January 20th, 2015

Here are six strategies to help investors preserve their hard-earned investment gains and prevent them from being whittled away by taxes: Hold Appreciating Assets in Taxable Accounts and Higher Yielding Assets in Retirement Accounts By holding assets with the greatest expected capital appreciation potential (e.g. stocks) in a taxable account, investors defer paying tax on […] More ›

Don’t Fear the Correction

Tuesday, January 6th, 2015

Aren’t we due for a market pullback? The end of December marked the completion of 39 full months without a decline of 10% or more in the S&P 500 index. We are experiencing a remarkably long bull market; the average is just 18 months without such a correction. Since the last correction in September 2011, […] More ›