2020 – 03/17 Featuring Kevin Grogan
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Why The Location of Your Investments Matter
2022 – 08/15 by Patrick Kuster, CFP®, AIF® Most investors have a process for deciding which investments to buy in their portfolio—with different objectives for building wealth over time. But once you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn? A potential game changer…
The Mathematics of Asset Location
In a follow-up to his overview of the asset location decision, Kevin Grogan takes a more comprehensive look at how a security’s expected return and risk characteristics can change based on the tax treatment of the savings vehicle in which it’s held. Our recommendation on asset location is to prefer holding tax-inefficient assets in tax-advantaged…
Rising Interest Rates and the Impact on Bond Portfolios
Larry Swedroe on why, before some dire forecast causes you to panic over risk in your bond holdings, it’s well worth recalling that the collective wisdom of the market is a very tough competitor. As director of research for Buckingham Strategic Wealth and The BAM Alliance, one of the most-asked questions I’ve been getting lately…
A Successful Small Business Start-up
Connie Brezik, 11/1/2019 Small businesses are the backbone of this country. People with great talent and ideas form businesses they believe in to provide others with products and services and to make a living for themselves and their families. As any small business owner knows, there is a lot to running a company, and you…