How the Trump Tax Cuts Affect the Uber Wealthy and Their Heirs

The Tax Cuts and Jobs Act, signed into law by President Donald Trump in December, significantly changed federal estate tax planning statutes. Namely, the cuts double the current personal exemptions for estate tax beneficiaries. Previously, the cap for personal exemption from federal estate taxes was $5.5 million dollars. It is now $11.2 million dollars. Married couples […]

Biggest Investors Dump Stocks, Bonds for More Private Equity

Sovereign wealth funds have boosted their investment in private equity and other alternative investments to nearly one-fourth of their total assets, according to a report by accounting firm PriceWaterhouseCoopers (PwC). PwC reported that yield-hungry sovereign wealth funds had 23 percent of their assets invested in private equity, real estate, infrastructure and commodities in 2016, up […]

Risky ETFs Banned by Big Brokerage Platform After Epic Losses

What would have been a riskier investment in the past three months — cryptocurrency or a specialized exchange-traded fund (ETF)? If you’re Fidelity Investments, it’s the ETF by far. Fidelity has banned all of its clients from purchasing three so-called “fear gauge” securities. Fidelity is attempting to prevent its clients from the real risk of losing their […]

Famed Manager Mark Mobius Launching Frontier Market Fund

Mark Mobius, the industry-renowned fund manager, has announced that he will launch a new frontier markets fund. At a recent press conference held in Mumbai, Mobius announced that he would be spearheading an all new fund management company that will specialize in investing in companies in frontier and emerging financial markets Mobius’ new fund frontier […]

Best Short-Term Bond Fund ETFs for 2018

As short-term bond yields continue to rise, short-term bond fund ETFs may be an appropriate addition to an individual’s long-term investing strategy. Short-term bond ETFs invest primarily in investment grade corporate fixed-income investment vehicles with maturities between one and five years. In general, these ETFs are suitable for conservative investors because they are less sensitive […]

Analysis: Crypto Valuations Owe Much to Investor Fear and Greed — Just Like With Stocks

The end of 2017, just a couple of months ago, was a watershed moment for the virtual currency markets. The unprecedented appreciation of Bitcoin and other virtual currencies helped fuel the appetite for initial coin offerings, fundraising vehicles for new, untested coins. Though the direction of the cryptocurrency markets has not been influenced directly by […]

Post-Election Stock Market Rise Not a Bubble: Study

After the election of Donald Trump, many economists predicted that increased uncertainty over economic policy would lead to a decline in the US stock market. Yet the exact opposite occurred. Since the election, the stock market has risen continuously — until the most recent volatility. The S&P 500 Index climbed dramatically, increasing by 25 percent […]

End of Easy Fed Money Points Toward Potential for Inflation

Since 2008 the Federal Reserve has maintained an easy money fiscal policy that has been responsible, in part, for the steady rise of the stock market as well as fostering an environment of historically low interest rates. Recent yields on Treasury bonds, however, indicate that the era of quantitative easing may be over, resulting in […]

Get On the Stock Dividend Train Before It Pulls Away, Experts Advise

Investors looking to maximize total investment return in 2018 should plan on buying companies that not only pay significant current dividends but will increase the dividend amount paid out each successive year. “If you want to clobber the market in 2018 — and beyond — then buying companies with accelerating dividends is an absolute must,” […]