Investing

Why is Tax Efficiency Crucial to Retirement Savings and Income?

Let’s face it: nobody likes taxes, and no one (save for a few accounts) enjoys talking about taxes. The truth is that not paying attention to tax-efficient savings decisions might leave you with a smaller nest egg and cost you more in retirement. For some individuals, gaining a high investment rate of return is their top savings priority.  But did you know that being more mindful about the tax consequences of your savings and investing decisions could leave you with…

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Are Stocks Setting Up for a Second Quarter Repeat?

U.S. stocks had a blockbuster second-quarter. Indeed, both the Dow and S&P 500 have posted their best returns in decades. How long can this outperformance last?  With market sentiment still generally positive, some investors are asking whether supportive central bank policies and hope for a rapid economic recovery may be the set up for a third-quarter market surge.  We believe that the dominant narrative that had supported the second-quarter rally is increasingly coming under pressure. Stretched asset valuations and a…