Washington imposes an excise tax on certain long‑term capital gains realized by individuals (including grantor trusts). The tax was first effective for the 2022
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Diversification means spreading your investments across different types of assets—like U.S. and international stocks, bonds, and real estate—to reduce the risk
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Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus. This is because there can be a natural
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One of the biggest challenges for investors is balancing long-term goals with short-term market moves. New developments in the stock market, cryptocurrencies
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Washington has increased its estate-tax exemption to $3 million (up from $2.193 million) and adopted a new, more progressive rate schedule. The exemption will
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After months of negotiations, a new tax and spending bill was approved by Congress and signed into law by President Trump on July 4. This new budget is far
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For many Americans, the status of the U.S. dollar reflects the country’s position in the world. However, the dollar has weakened in recent months amid trade
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Financial markets rebounded in May with the S&P 500 recovering its year-to-date losses. This positive month occurred against a backdrop of new trade agreements
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It’s well known that stocks are one of the foundations of long-term portfolios. However, a natural question is: what type of stocks?
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Moody's recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status. Following Fitch's downgrade in 2023 and Standard
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The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. What does this changing
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A key principle of investing is that patience, discipline, and maintaining a long-term perspective are what drive financial success. Perhaps no investor has
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