When investors forecast long-run drivers of stock returns, are cash dividends or payouts such as buybacks more accurate criteria than fundamentals? A new study suggests that they are. Mark Harrison, CFA, explains.
In their overzealous efforts to chase yield, investors often fail to consider the tax implications involved in owning dividend-focused investment products. The tricky thing about dividend income is that not all of it is taxed the same way.
President Barack Obama swept to victory on Tuesday, securing four more years in the White House. Now what? What does the outcome mean for taxable investors and what should you and your clients be thinking about between now and the end of the year?
Well-known blogger Joshua Brown, a.k.a The Reformed Broker, recently offered five reasons why Americans are fleeing the stock market. While he makes some sound points, he neglected to account for one key factor affecting stock market performance in the last few decades: the bubble in demand for equities created by Baby Boomers.