The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.
I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.
Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."
Seeing the size and variation in average returns among a variety of asset classes offers perspective for those who are anxious.
Bear markets come with checklists of savvy moves to make for investment portfolios.
An imagined conversation with the legendary Vanguard founder about the coronavirus market crash.
They are under less pressure from policymakers to halt repurchase plans, but some have already hit the brakes and others may unofficially do so if the pandemic worsens.
Sen. Sherrod Brown of Ohio, the top Democrat on the Banking Committee, said financial institutions "need to be investing in their communities right now, not investing in their CEOs’ stock portfolios.”
Concerns about the economic fallout of coronavirus have mostly focused on supply chain disruptions. But fears are growing that weakening consumer demand could spark a recession.
There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.