Keeping your approach simple has its upsides, but advanced capital gains tax planning can take your tax savings to the next level.
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A Closer Look At Capital Gains (Part II)
Tag Archives: Investment (Sentinel)
An ESG Investing Hazard For Fiduciaries
As ESG investing evolves, more people may want their trusts or employer-provided retirement plans to reflect their values. Trustees and managers subject to fiduciary duty should take special care to document their decisions if they incorporate ESG considerations into their investment strategies.
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Greener Prospects For ESG Investing
Seeking investments to do good, not just to do well, has been gaining popularity as a wealth management approach. Luckily, as ESG funds grow up, this goal is also becoming more practical.
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Should You Worry About Inflation?
Inflation can be a frightening prospect. But a little perspective suggests there is no reason to panic right now.
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Will Population And Portfolio Growth Coincide In Africa?
Could the next Facebook or Google start somewhere in Africa? Of course – in theory. But for many countries, the deck is stacked against it, despite growing populations.
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Is It Luck, Skill Or Both: What A Fund Manager’s Fans Should Consider
Fund manager Cathie Wood has been flying high in recent years, but recent turbulence should remind investors what can happen if they follow her too close to the sun.
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Value Judgments About Values Investing
A growing class of funds offer investors the opportunity to make investment choices that align with their values – but when it comes to nailing down the specifics of those values, things can get murky.
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How To Manage Equity Compensation
Receiving a job offer or new compensation package is exciting. But if that offer includes equity compensation, it’s important to take time to know what you are getting.
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Waiting Watchfully On Capital Gains Taxes
The potential of the government nearly doubling the tax rate on capital gains has understandably worried potentially affected taxpayers. But there is no reason to rush to act.
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The Dollar Holds Its Place
The U.S. dollar has begun to recover. But worries that the greenback might be in immediate danger of losing its primacy in the world economy were overblown even before this comeback.
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