If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be tax-efficient across several dimensions…
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GMB #130: Innovation in Stock Market Structure: A 40 Year History Lesson With Kenny Polcari
With the widespread adoption of retail investing and the usage of handheld devices, investing and stock trading have become easier than ever. However, in the 1980s, it used to be an entirely different story. This…
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GMB Ep #129: No, Index Investing Isn’t Bad For The Markets
With recent developments in the financial markets, we’re seeing quite a bit of people who are concerned about index investing and the effects it may have on the economy. We dedicated today’s episode of Grow…
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Are Fed Actions Working? Parsing the New Data
After April’s downturn, the first two weeks of May have not seen substantial improvement. By Thursday, May 12, markets were dangerously close to bear territory. The Fed enacted a 50-basis point increase in the Fed…
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GMB Ep #127 – Should You Adjust Your Bond Holdings Since Interest Rates Are Rising?
If you’ve been paying attention to the financial markets lately, you’ve probably noticed that interest rates have been increasing, resulting in a decrease in bond prices. Other recent developments, such as Elon Musk’s Twitter acquisition…
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What’s Driving the Recent Volatility? A Quick Guide
The Federal Reserve has been very clear about its intentions to move more aggressively in fighting inflation. It currently defines “more aggressively” as a likely series of 50 basis point rate hikes, beginning with the…
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What’s the Fed Up To? Rates, Inversions, and Quantitative Tightening
The U.S. Treasury yield curve inverted last week. An inversion is when the shorter-term yield in a pair of U.S. Treasury maturities is higher than the longer-term yield, reversing or inverting the normal relationship. The…
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A Plan for Managing Stock Sales: 10b5-1s and SEC Rules
Corporate insiders at publicly traded companies are privy to information that can have a major impact on the share price, such as a Federal Drug Administration (FDA) approval or rejection of a new drug. As…
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March Market Commentary: In Like A Lamb, Out Like a Lion?
March Recap and April Outlook Ukraine’s fierce response to and subsequent repulsion of Russian troops surprised everyone, not least Vladimir Putin. As March came to a close, negotiations were beginning to be more realistic, and…
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Planning for 2022: The IRS Has Increased Several Key Deductions and Exemptions
The spike in inflation we’ve seen this year has impacts beyond having to pay more for goods and services. The IRS uses consumer price inflation (CPI) to determine certain increases to exemptions and deductions for…
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