This is the first part of a three-part discussion. To be sure you don’t miss the rest, subscribe to Inside Investing via e-mail or RSS. My firm recently sponsored an event on two emerging economies, China and India, titled “Elephant … Read more
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If you’re contemplating retirement, chances are you’re trying to calculate how much money you can afford to pull out of your retirement nest egg each year. The key here is what withdrawal rate is sustainable: Naturally, you want to avoid … Read more
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The rise in interest rates over the past few months has led some observers to pronounce an end to a long bull market in bonds. The yield on Treasury bonds maturing in 10 years jumped more than 100 basis points, … Read more
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Most investors are no doubt familiar with the standard disclaimer “Past performance is not indicative of future results.” We know from working closely with individual investors for the past 20 years, however, that this compliance truism tends to stay in … Read more
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Conventional wisdom holds that if a global stock investor is able to identify which countries’ economies will grow briskly and which will lag, he has conquered half of the investment battle. Economic growth should translate into higher corporate earnings per … Read more
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After January 1, 2013, the U.S. tax regime will change, and potentially quite dramatically. We expect higher taxation, but apart from the 3.8% health care surtax on net investment income for higher-income households, we still don’t know the full scope … Read more
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Are you more like a stock or a bond? Chances are this question has never occurred to you. But it’s one you’ll need to answer when you use the concept of human capital to diversify and build your wealth. Wealth … Read more
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