Tax-wise, fewer or no dividends benefits the shareholders, who minimize or avoid the immediate taxable income.
The proliferation of alternative payment methods has made monetary aggregates much less relevant to the economy.
Clients might be grim about the economy or the stock market. Here are 10 reasons they could be optimistic.
Overall, we can look for a small decline rather than a moderate one, and possibly even a gain, in earnings.
Thorough fund due diligence should start with an understanding of how each yield metric is calculated.
Direct indexing strategies present unique evaluation challenges relative to other types of investment strategies.
High-quality companies can be found outside the US, and often at cheaper prices.
In the month since Silicon Valley Bank collapsed, four possible culprits have emerged.
We need to resurrect an alternative perspective on what money does and how it works.
While direct indexing does offer some very attractive features, it may not be right for everyone.
Until a credible alternative to the dollar can be found, the greenback's dominance will not really be in doubt.
Reaching for yield during inversions misses the bigger driver of total return.
Strategist David Lebovitz said that inflation “remains higher than policymakers would like.”
The greatest threat to the dollar lies mostly in the current reckless standoff over the debt ceiling.
Economists anticipate this month's jobs report will signal continued reasonable growth rates.
It was a stronger start to 2023 than most had expected, and it may signal how the rest of the year will play out.
The markets are pricing in several rate cuts by the end of this year, while the Federal Reserve communicated more rate hikes.
A change in methodology will see ratings on thousands of funds lowered, highlighting the problems with such scores.
The failure of recent banks has some wondering if we've learned from past mistakes.
The last time the S&P 500 Index rose more than its equal weight counterpart this much was the final three months of 1999.