As we approach year-end, investors with taxable accounts should consider taking action to reduce any tax liability due on capital gains they may have realized throughout the year. Here we describe techniques for offsetting these gains, as well as other means of reducing your tax burden in 2021 and beyond. Tax Year 2021 Tax year […]
Oct. 2021 – Year-End Tax Considerations Read More »
Global capital markets are impacted by news every day. Over the past several weeks, headlines have highlighted the hasty withdrawal of U.S. forces from Afghanistan, the rise of the Taliban, and the potential for further destabilization in the Middle East and central Asia. More recently, markets were shaken by the potential failure of Chinese real
Sept. 2021 – Investing In An Uncertain World Read More »
A new Presidential administration often means tax overhaul. The 2017 Tax Cuts and Jobs Act (TCJA) reduced ordinary income tax rates, increased the standard deduction, and raised the federal estate tax exemption, among other changes. Now investors wait anxiously as the new administration is poised to reverse course. To pay for substantial new spending, the
Aug. 2021 – Potential Tax Law Changes Read More »
For many years we have utilized mutual funds managed by Dimensional Fund Advisors (DFA) in the portfolios of clients enrolled in our Professional Asset Management advisory service. While DFA’s mutual funds remain available only to clients of registered investment advisors such as AIS, the firm recently introduced seven exchange traded funds (ETFs). These are available
Jul. 2021 – New Opportunities for Investors Read More »
Source: Dimensional Fund Advisors LPPast performance is no guarantee of future results. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio.In US dollars. For illustrative purposes. The missed best day(s) examples assume that the hypothetical portfolio fully divested its holdings at the
The Cost of Trying to Time the Market Read More »
Source: Dimensional Fund Advisors LPPast performance is no guarantee of future results. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio.In US dollars.Data is calculated off rounded daily returns. US Market is the Russell 3000 Index. Largest Intra-Year Decline refers to the
Do Downturns Lead to Down Years? Read More »
With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus, some economists say a recession is inevitable, if one hasn’t already begun.(1) From a markets perspective, we have already experienced a drop in stocks, as prices have likely incorporated the growing chance of recession. Investors may be
Long-Term Investors, Don’t Let a Recession Faze You Read More »
A Broad market index tracking data since 1926 in the U.S. shows that stocks have generally delivered strong returns over one-year, three-year, and five-year periods following steep declines. Just one year from a decline of 10% or 20% returns were higher than the long term average of 9.6%. And the return after a 15% decline
You’ve realized the risk, might as well stick around for the return. Read More »
Fears about the COVID-19 outbreak led the Standard & Poor’s 500 Index into a correction (a drop of 10% or more from a recent high) in just six days, the fastest time to a correction from an all-time high ever. However, a few days afterward, stocks rallied, with the S&P 500—which recovered more than 40%
The Coronavirus and Market Volatility Read More »
As February drew to a close global capital markets dropped sharply as the specter of global pandemic spread. The highly contagious Coronavirus is a potential threat to life as well as to economic growth. While anti-viral drugs and vaccines that might thwart the outbreak are still in development, investors who follow our approach can take
Feb. 2020 – The Coronavirus and Your Portfolio Read More »