The Opportunity Zones program offers a new and exciting prospect for investors, with a generous tax incentive to encourage them to participate sooner rather than later.
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Making The Most Of Opportunity Zones
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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Where Do Interest Rates Go From Here?
The direction of interest rates is notoriously difficult to predict, and with economic uncertainty rising around the world, it isn’t getting any easier.
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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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The EB-5 Program: What Foreign Investors Should Consider
For the right investor, the U.S. EB-5 Immigrant Investor Program can be a sensible path to securing permanent residency in the United States.
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Ten Reasons To Sell A Mutual Fund Other Than Poor Performance
Knowing when to sell a mutual fund can be complicated, even for savvy investors. Here are 10 indicators it may be time to let go.
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A New Day For Active ETFs
The SEC has cleared a path for a new form of actively managed exchange-traded funds that could transform the ETF marketplace.
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