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Tag: Year-End Planning

🎶 Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More
1 year ago
🎶 Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More

As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help…

Six Year-End Financial Moves to Consider
2 years ago
Six Year-End Financial Moves to Consider

By Justin Carbonneau (@jjcarbonneau) — There is a tendency to avoid looking at your finances and investments when things are bad, so I am guessing there isn’t going to be…

Recent Original Research
May 8, 2025
Ten Fundamentally Sound High Insider Ownership Stocks
When leadership maintains significant ownership in their company, they create a meaningful alignment with investors. This alignment of interests naturally motivates executives and board members to focus on building long-term shareholder value rather than chasing quarterly targets....
May 6, 2025
Ten High G Score Growth Stocks – May...
In the ever-changing landscape of financial markets, sophisticated investors seek reliable methodologies to identify genuine growth opportunities. The G-Score framework, pioneered by Professor Partha Mohanram in 2005, offers a disciplined analytical approach for evaluating growth-oriented companies, functioning...
May 5, 2025
Ten Top High Shareholder Yield Stocks
Shareholder yield offers investors a complete picture of how companies return value relative to their market capitalization through three key mechanisms. First, dividend distributions provide direct cash payments from profits to shareholders. Second, stock buyback programs enhance...
May 3, 2025
Ten Top Dividend Aristocrats – May 2025
Dividend Aristocrats are S&P 500 companies that have increased their dividend payments for at least 25 consecutive years. This group currently includes fewer than 70 companies from various economic sectors. This long-term dividend growth pattern indicates consistent...
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