by Asset Strategy | May 24, 2023 | Lifestyle, Wall Street Journal
Can certain personality traits explain investors’ risk tolerance and investment decisions? A forthcoming paper suggests it might. Specifically, the authors found that two personality traits—neuroticism and openness—significantly affect how investors perceive the...
by Asset Strategy | May 3, 2023 | Real Estate, Wall Street Journal
Economists say the mortgage market has already priced in another Fed rate increase. Home buyers dreading another rate increase by the Federal Reserve on Wednesday can take heart: The move is probably already priced into current mortgage rates. The Fed raised interest...
by Asset Strategy | Mar 8, 2023 | Taxes & Tax Planning, Wall Street Journal
Investors who have taxable accounts—as opposed to tax-favored retirement accounts such as individual retirement accounts (IRAs) or 401(k)s—are often eligible for lower tax rates on investment income and other benefits. What is capital gain or loss? When an investor...
by Asset Strategy | Feb 1, 2023 | Financial Planning, Wall Street Journal
The Federal Reserve is expected to dial down its aggressive campaign to stamp out inflation Wednesday with a more modest interest-rate increase. An expected 0.25 percentage point increase won’t be as jarring to American wallets as the half or three-quarter point hikes...
by Asset Strategy | Jan 11, 2023 | Taxes & Tax Planning, Wall Street Journal
How tax-efficient is your mutual fund? That is a question many investors wonder about, and they often assume that the easiest way to answer it is to look at the fund’s turnover. Investors often figure that high turnover means less tax efficiency, because more...
by Asset Strategy | Dec 28, 2022 | Financial Planning, Wall Street Journal
The highest inflation in four decades. A bear market in stocks. Fears of a recession. A crypto implosion. The past year was a trying one for American households. It strained their budgets, reduced their spending power and clobbered their 401(k) balances....
