…client’s state and federal tax rates. Ongoing Management: Tax loss harvesting opportunities are continuously monitored and the system rebalances the portfolio according to its investment objectives. Performance Reporting: Advisors can…
Search Results for: federal reserve
American Investors’ Top Sources for Investment Advice
…from the U.S. Federal Reserve Survey of Consumer Finances indicating “which sources of information families rely on for investment decisions, and how their popularity has changed over time.” Here are…
Dalio Says It’s Time to Buy Amid “Stupid” Bond Economics
…the post, Dalio said, “I also believe that assets in the mature developed reserve currency countries will underperform the Asian (including Chinese) emerging countries’ markets,” highlighting a rapid upswing in…
A Boom on the Post-Pandemic Horizon?
…business investment signals confidence from corporate leaders. It also notes that economists surveyed in February by the Federal Reserve Bank of Philadelphia forecasted U.S. output to grow to 4.5 percent…
The Dollar Will Lose More Value
…“This in keeping with the firm’s earlier warning that the dollar is in danger of losing its status as the globes reserve currency.” It adds that a Goldman study concluded…