Understanding How Investing in a Qualified Opportunity Zone Fund Can Provide Capital Gains Tax Relief
The “Investing in Opportunity Act” included in the Tax Cuts & Jobs Act, passed in December 2017, introduced an innovative way to stimulate private investment in low-income communities. The program rewards investors with significant tax savings for their commitment of long-term investment capital. Join us for an in-depth educational presentation about Qualified Opportunity Zone Funds (QOZFs).
How Much Debt Is Too Much?
The new conventional wisdom in these unconventional times is that advanced-economy governments can take advantage of today's ultra-low interest rates to borrow and spend without limit in order to support the economy. But the fact is that there is always a limit, and it may come into view sooner than many realize.
A Perfect Storm? 4 ugly truths investors need to know before capital gains season arrives
Taxes matter and tax-managed investing can make a meaningful difference over the course of an investor's time horizon. The market volatility in 1Q2020 and other factors may make 2020 an especially challenging year for capital gain distributions. This paper discusses tactical and structural reasons why investors may want to consider taking advantage of market events and transitioning to tax-managed investing now and examines the potential benefits of opportunistic tax-loss harvesting. Act now to get ahead of this looming tax surprise.
Moving Averages Update: November Up 10.75%
Valid until the market close on December 31, 2020.
The S&P 500 closed November with a monthly gain of 10.75% after a loss of 2.77% in October. At this point, after close on the last day of the month, four of five S&P 500 strategies are signaling "invested" — Vanguard Total Stock Market ETF (VTI), Vanguard FTSE All-World ex-US ETF (VEU), Vanguard REIT Index ETF (VNQ), and Invesco DB Commodity Index Tracking (DBC) — an increase from last month's triple"invested" signal.
Has the Size Premium Disappeared?
Small-cap stocks have underperformed the broader markets since the “discovery” of the size premium in 1981. But research shows that a segment of those small-cap stocks have performed well and that now is a compelling time to invest in them.
The Investment I’m Most Grateful For
So far this year, shares of HIVE Blockchain Technologies have soared an incredible 715%, well past Ethereum’s gain of 273%. 2020 has been marked by healthy expansion in mining capacity, the most recent example being HIVE’s acquisition of additional access to low-cost green energy.