The investment landscape in 2024 was defined by strong yet uneven returns across asset classes, as market concentration in U.S. equities reached new heights. While the most utilized global equity index, the MSCI All Country World Index, returned about 17%, … Continue reading
Tag Archives: Investing
Part 3: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and bonds. Continue reading
Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss. Continue reading
The Shrinking Number of Stocks in the Stock Market
The U.S. stock market has long been a cornerstone of American capitalism, allowing companies to raise capital and gain visibility. Recently, however, there’s been a decline in the number of publicly traded companies, with many businesses opting to stay private. … Continue reading
Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
For successful investors and high-income earners, this is an episode not to miss… Continue reading