The Value vs Growth Rotation: When Will it Happen?
In the decade ending in 2021, the Russell Growth 1000 Index doubled the performance...
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Inherited IRA Beneficiary Rules Clarified
After many years of confusion, the IRS has finally clarified the rules around Inherited...
Fixed Income Outlook: 2024 & Beyond
Fixed income as an asset class should always be a fixture to some extent...
Do Dividend Payers Outperform?
In 2024, more than 75% of S&P 500 stocks pay a dividend of some...
Economic and Market Forecasts: What are They Worth?
Yale economist Irving Fisher, October 15th 1929: “Stock prices have reached what looks like...
Bitcoin: Currency or Asset?
Over the last decade much has been made of the cryptocurrency space, more specifically...