Tax filing season often focuses minds on tax-efficient investing. Municipal bond funds may be one way to control taxes, but they are only attractive for high tax bracket investors. This article will tell you if they are right for you.
VanEck Steel ETF (SLX) his historically done a good job of hedging inflation. Using factor analysis, we project a very high near-term return for this ETF based upon its value, momentum, quality, and sentiment characteristics.
The objective evidence in support of investing in low-cost, passively-managed funds rather than actively managed funds is overwhelming. I review the most widely respected academic studies on the subject.
Tax-efficient asset location (or asset placement) can add .20% to .75% to after-tax returns every year.
Up to a point, higher yield can imply attractive value. But really huge yields come with outsized risks. If you invest naively based on yield without understand or analyzing the risks, you can get burned. QYLD, with a yield of 10%-12%, is a case in point.
Maybe you have heard of the backdoor Roth and wondered if you should consider one. This article will explain what it is and when to use it.
When you turn 65, you need to sign up for Medicare. This ebooklet will help guide you through the many options you will need to choose from when the time comes.
Many investors are surprised to learn just how much tax they will owe during their retirement years. Roth conversions can help reduce the tax bills.
This article highlights the sectors and industries most sensitive to increases in interest rates using an objective and sophisticated statistical risk model. Some of the winners and losers are different than in past economic recoveries.
Here is my attempt to provide unbiased advice regarding long-term care insurance and other ways you might finance your long-term care expenses. Buying insurance is not likely to be the best option.