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Tag Archives: Investment

College Savings Plans For New Parents

It is sometimes hard for parents of newborns to imagine their babies as teenagers heading off to college. But to be best prepared, parents should plan for that day proactively, even before their baby arrives.
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Can Passive Investing Succeed Too Well?

In August 2016, the investment firm Sanford C. Bernstein & Co. released the provocatively titled report: “The Silent Road to Serfdom: Why Passive Investing Is Worse Than Marxism.” The report’s prediction was that, unless regulators and politicians took precautions, index fund growth could distort the financial markets and lead to massive mispricing of securities. Indexing is becoming more and more popular, the theory went, and if everyone chooses indexing, the system will break down because no one will pay attention to stock prices anymore.
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Reporting Requirements For Foreign Assets

The term “offshore accounts” is often used as shorthand to suggest that such account holders are trying to dodge tax responsibilities. Especially after the Panama Papers, many observers are quick to assume the worst when someone holds assets outside of the United States. In reality, many, if not most, taxpayers who hold foreign assets do so in good faith for a variety of legitimate reasons. However, depending on the type of property in question and the taxpayer’s overall situation, keeping the Internal Revenue Service adequately informed can prove challenging.
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Mortgage Strategies For Different Life Stages

Becoming a homeowner represents a major life milestone. But from a financial point of view, purchasing a home is not a one-time event; it is the foundation for a variety of strategies over the course of a lifetime.
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Beating The Market Is Harder Than You Think

The world is oversupplied with oil, U.S. interest rates are rising and international prospects look dim, with slowing growth in China and persistent troubles in Europe and Japan. How should investors react?
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