Through a Donor Advised Fund (DAF), a donor can make a charitable contribution, get an upfront tax deduction, and then recommend what charities to support…
Vanguard and Dimensional Fund Advisors (Dimensional) both offer mutual funds that provide investors with broad exposure to various asset classes at a very low cost.…
In the past, when it came to income taxes, people who were charitably inclined could make charitable gifts to reduce their taxable income. While that…
2018 was an unusual year. On the one hand, the US economy posted perhaps its best year since the global financial crisis of 2008: worker…
I had a discussion with someone about the recent stock market decline and he observed that despite the drop in stock prices, corporations seemed to…
The “yield curve” is a term that is used frequently when discussing the state of the economy. But what is a yield curve to begin…
Interest rates and bonds prices are inversely related; when interest rates rise, the value of a bond falls. Given that rates on US Treasury Bonds…
Most of us have heard of asset allocation – the process of dividing a portfolio’s assets across various parts of the market according to…