Year-end tax planning: Maximize your portfolio’s efficiency with tax-loss harvesting and custom indexing
As year-end approaches, it is an excellent time to evaluate your taxable investment portfolio for potential tax-efficient adjustments. The decisions you make can significantly impact your overall returns, in the… …
What’s moving the markets?
Fed rate cut signals a shift: The Federal Reserve cut interest rates by 0.5% in September, marking its first reduction this year. This move reflects the Fed’s ongoing effort to… …
What’s moving the markets?
Interest rate relief: After months of anticipation, the Federal Reserve appears ready to pivot its monetary policy. With inflation showing signs of cooling and a softening job market, Fed Chairman… …
What’s moving the markets?
Inflation and interest rate cuts: Recent economic data indicates a cooling trend in inflation, with the Federal Reserve’s preferred measure showing a slight increase of just 0.1% from May to… …
What’s moving the markets?
AI adoption – Potential equalizer in market cap dynamics: The ten largest stocks in the S&P 500 now represent over 30% of the total market capitalization, sparking a debate about… …
What’s moving the markets?
Inflation and interest rates: As we look ahead, inflation and interest rates will remain key topics of discussion. The Federal Reserve is dedicated to bringing the rate of inflation back… …
What’s moving the markets?
Stubborn inflation: Inflation remains a central concern for both consumers and investors. Recent data has shown a higher-than-expected inflation rate, causing disappointment as investors recalibrate their expectations for rates to… …
What’s moving the markets?
Interest rates and the housing market: Interest rates have moderated somewhat as the markets interpret the Federal Reserve’s recent comments on the prospect of rate cuts later this year. The Fed… …
What’s moving the markets?
Earnings wrap-up: Fourth quarter earnings reports are almost all out and the results have been quite resilient. “With 90% of S&P 500 companies having reported fourth quarter results, the results… …
What’s moving the markets?
Earnings: The expected earnings growth in 2024 is still dominated by a small number of mega-cap companies. Here is a comprehensive preview of the Q4 earnings season that is currently underway…. …