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We allocate a portion of our managed portfolios to foreign stocks, and Hong Kong is the highest ranked country on the latest edition of the Index of Economic Freedom.
It is relatively easy for an adviser who has a 400 lawyer compliance department to sit through some compliance continuing education and yet never understand what attitudes and behaviors need to be changed.
Long/short strategies use the money from the stocks they have shorted to purchase extra stocks that they hope will go up.
While taking Social Security at age 70 is not optimal for everyone, age 62 is optimal for almost no one.
Those who believe that more regulation is the answer don't understand how human nature works.
With many types of retirement accounts available, it can be difficult to keep track of how much you can put away where, especially if you are eligible to contribute to multiple accounts.
I receive dire predictions with such frequency that were I to act on even a fraction of them I would never be invested in the markets.
Return comes with an element of risk. There is no safe investment which also pays a good rate of return.
Investment managers can bring clients greater savings by carefully considering how they bill different types of accounts.
The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount.