Learning Center

8 Tax Tips Investors Should Know

Date05 Jan 2015

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It’s that time of the year again. Everyone is weighing in with tax tips to prepare investors for the tax preparation that follows the new year. I didn’t want to be left out of the fun, so I consulted with John Corn, a certified public accountant and a wealth advisor with Buckingham (with whom I...

The Consistency of Inconsistency, and How to Adapt Your Financial Goals

Date05 Jan 2015

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When my children took their first steps, they were tentative. They were quick to grab the nearest object to keep their balance. However, it didn’t take long before they started acting like they were invincible. Seemingly overnight, my children went from hanging on my legs to running across the room. Based on my own very...

Endowment Returns Are Worsening

Date05 Jan 2015

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Despite the publicity surrounding the long-term investment performance of certain endowment funds, such as those belonging to Yale and Harvard, little has been known about the overall performance of university endowments until recently. We are learning more these days, thanks to some solid research, including from Vanguard Group, and it’s not terribly encouraging. Discouraging takeaways...

The Guide To Happy Giving

Date05 Jan 2015

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Giving Tuesday might officially be behind us, but let’s face it—we’re just getting started. The giving season is underway, with the holidays and year-end bearing down on us. So how can we transform one of the more stressful, and sometimes guilt-ridden, elements of the season into something more life-giving? Whether you’re giving to a family...

Controlling Your Emotions When Deciding What’s Affordable

Date05 Jan 2015

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Many years ago, my wife and I went to dinner with another couple whom I’ll call Pam and Stan. I went to high school with Pam, and my wife had grown up knowing Stan. They were among the smartest and most successful people we knew. I was always a bit intimidated by them and their...

The Consistency of Inconsistency, and How to Adapt Your Financial Goals

Date05 Jan 2015

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Don’t Give Till It Hurts

Date05 Jan 2015

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I love this time of year, except for one teeny, tiny thing: charitable giving guilt. You know exactly what I’m talking about. We’ve all walked past that red bucket without dropping in any money. We’ve all said “no” to those requests at the checkout counter to donate $1 to some worthy cause. Many of us...

Skeptical On The Low-Vol ‘Factor’

Date05 Jan 2015

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The superior performance of low-volatility stocks was initially documented in the literature back during the 1970s, by Fischer Black, among others. That’s even before the size and value premiums were officially “discovered.” And since its existence became known, two main explanations for the low-volatility phenomenon have arisen. They are that: Many investors are either constrained...

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