In the months leading up to the election, there was no shortage of predictions about what would happen if Joe Biden won. Despite that historically the party that wins a presidential election does not matter to the stock market. Ruchir Sharma, the chief global strategist for Morgan Stanley, wrote a column on the subject for […]
Category: Investing
5 Smart Tax-Efficient Investment Strategies for Maximum Returns
These tax-efficient investing strategies will boost your returns. Why Tax-Efficient Investing Strategies Matter Let’s be honest, avoiding taxes on your investments isn’t the first goal of your portfolio. Your first goal is to maximize earnings. However, no good investment strategy is complete without an awareness of your potential tax burden. In a nutshell: taxes reduce […]
Using Options to Hedge: Boost Your Portfolio & Protect Your Risk
Unpredictable market swings stressing you out? These three strategies for using options to hedge will minimize your downside risk while protecting your portfolio. Have you been anxious about your portfolio ever since the market became a COVID-19 rollercoaster? Despite the giant tumbles and record-lows of coronavirus investing, it’s crucial to stick to your financial plan […]
Coronavirus & Investing: Don’t Panic, Stick to Your Financial Plan
The uncertainty of how the coronavirus outbreak will affect the US and global economies triggered the S&P 500 to tumble more than 30 percent. In March, stocks experienced both the fastest and largest decline into a bear market ever, and the fastest and largest one-day advance in 87 years. At this point, we have no […]
Tax-Loss Harvesting: Turning Lemons into Lemonade
It’s that time of the year to take a good look at your investment portfolio and evaluate what went right and what went wrong during the past twelve months. If you’re like most investors, you will have both winners and losers. The good news is that, through tax-loss harvesting, you can turn losing positions into […]