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Author: Sam Rozzi, CFA

Higher Rates and What It Means for You

After decades of loose monetary policy, the Fed has begun pursuing a tighter monetary approach that includes raising interest rates and reducing its balance sheet. This policy u-turn is an attempt to rein in an accelerating inflation rate driven by supply chain disruptions, strong consumer demand, excess liquidity and elevated fiscal spending. It’s also led to a lot of questions…

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Do You Let the Capital Gains Tail Wag the Investment Dog?

No one likes to pay taxes. For many investors, that disdain for paying taxes may rise to the level of hesitating to sell an appreciated asset regardless of the compelling investment sense of doing so.  This tax-induced reluctance introduces two potentially costly consequences.  How can investors rationally manage the aversion to paying taxes?

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ESG Investing in ERISA Retirement Plans

While Environmental, Social and Governance (ESG) criteria investments that don’t sacrifice returns or hold greater investment risk are permitted in ERISA plans, a 2020 U.S. Department of Labor (DOL) rules modification established a higher bar for including ESG investments in a qualified plan and cast a cloud over ESG investment options.

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