Written by Stephen Ostrofsky, CFP® Most long-time investors can remember when interest rates were at a level which made bonds a viable asset class in portfolio allocations for most investment objectives and risk tolerances. As an asset class bonds provide portfolio stability as a reliable source of income and a hedge against stocks declines…
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Tax Loss Harvesting Strategies Should Be on Investors’ To-Do Lists
Now is the time to take a good look at your taxable brokerage accounts to consider tax loss harvesting strategies for your portfolios. Effective tax loss harvesting can help avoid capital gains taxes that will be due next year on April 15th. Every investment portfolio has unrealized gains and losses. The key to effective tax…
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Multi-Cap Investment Strategies Provide Benefits to Investors In The Long Run
Academic research suggests that investors can realize greater investment returns over multiple business cycles when they allocate a portion of the investment portfolios in small and mid cap sized companies. Many investors place too great an emphasis on large cap stocks for their asset allocation models. By so doing, investors miss a significant portion of…
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How Do Foreign Currency Exchange Rates Affect The Value Of U.S. Stocks?
Many investors have noticed recently, the rapid changes in foreign currency exchange rates. How do foreign currency changes affect the value of U.S. stocks? Foreign currency exchange rates can impact U.S. stocks directly and indirectly by the economic undercurrents which change the relative value or purchasing power of a countries’ currency. The economies around the…
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