(Asset) Location, Location, Location
From a tax perspective, asset “location” is an essential component of this exercise and a cornerstone of portfolio design.
From a tax perspective, asset “location” is an essential component of this exercise and a cornerstone of portfolio design.
I know I harp on taxes but it's because taxes will likely be the biggest drain on your portfolio – by a country mile.
A landmark study found that on average, men trade 45 percent more than women in their portfolios. This trading reduced men’s net return by almost one percentage point a year compared to women.
Women have long taken charge of the daily “household finances.” Unfortunately, almost 60% of married women do not engage in longer-term financial planning for the household.
When household CIOs create portfolios of broad market index and passively managed funds, it gives them confidence that they are maximizing returns in their entire portfolio.
The bear market of 2022 is a distant past, a reminder that stocks generate higher returns than bonds and CDs if you hold them long enough. Is that always the case?