Topic
Investing

Timeless Tips on Tax-Wise Investing: Part II

In our last installment of Financial Insights, we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings.

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Timeless Tips on Tax-Wise Investing: Part I

While “tax season” may imply that there is an optimal time to think about your income taxes, the best way to minimize your annual “pay-triotic duty” is to engage in year-round tax-wise investing, with ongoing best practices in: Your personal

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An Investment Strategy Built to Last

Investing is not the only factor contributing to your ability to accumulate and/or preserve family wealth, but it is clearly among the most important factors. How you invest can accelerate you toward your goals … or impede your desired progress.

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Avoiding Home Bias: Going Global With Your Investments

From our favorite sports teams to our favorite foods, it’s human nature to prefer what we find familiar. There’s even a name for our local comfort zone. It’s called home bias. We tend to feel the same way about our investments,

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Timeless Wisdom on Fixed Income Investing

There’s been a lot of talk about bonds lately, with a lot of trading to go with. This current buzz makes it a good time to revisit the timeless role that fixed income investing plays in a diversified portfolio. The

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Beyond Asset Allocation: Why Asset Location Matters

Your asset allocation – the way your invested money is distributed among various asset classes – plays a significant role in determining the levels of return and risk reflected in your portfolio. But beyond making decisions about your portfolio’s asset allocation,

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Diversifying a Portfolio with Real Estate

Real estate as a wealth generator is hardly a new idea. People owned property long before the advent of stock exchanges and other capital markets. In more recent times, large corporations and institutions have held commercial real estate in their

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Three Approaches to Investing

An abundance of research indicates that the structure of a diversified portfolio – its asset allocation – is the overwhelming factor in determining long-term returns. Stock-picking and market-timing have been shown to have relatively little long-term impact on a portfolio’s

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Rebalancing Act

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance. In a given period, asset classes experience divergent performance. This is inevitable and, in

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Managing Inflation Risk

As the capital markets have improved, more investors have shifted their concern from weathering the financial crisis to anticipating the inflationary effects of rising federal spending and debt. Many people are asking how they can prepare for potentially higher inflation.

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