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If you’ve been following our series on value investing so far, you may be wondering what other evidence we have considered with respect to the factor’s future viability.

Going Global

You’ve saved money all your life. Or, maybe you sold your business after investing years of hard work. You’ve chosen the smart path and have a comfortable nest egg as you set sail into retirement.

However, always be on guard! Criminals seek to trick you into willingly handing over your hard-earned savings.

We hope we have your attention.

Roth IRAs tend to get a lot of hype and for good reason. Because you pay the taxes up front, your eventual withdrawals (assuming you meet the age and holding-period requirements — more on these below) are completely tax-free.

So far in our five-part series on value investing, we’ve explored the factor’s origins and proposed that evidence-based investors would be well-advised to keep the faith on value investing (relative to their personal financial goals and risk tolerances). 

Housing is a big expense for everyone. The choice generally involves either renting or purchasing – and financing that purchase with a home loan. This article explores the tax benefits and drawbacks that individuals should consider when deciding whether to buy a home.

In recent days, the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

Myth #1: Social Security will provide most of the income you need in retirement.

Fact: It's likely that Social Security will provide a smaller portion of retirement income than you expect.

In our last message, we launched our five-part series exploring the ongoing viability of the value premium. After enduring approximately a decade of disappointing U.S. value stock returns, even disciplined investors may be wondering whether this factor will continue to deliver its expected premium in the future.

PROVEN TAX REDUCTION STRATEGIES FOR SOLE PROPRIETORS

If you operate your business as a sole proprietorship, there are many strategies to reduce your taxes.

Let’s start with the following 10:

We’ve all heard it said, “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses.