Under the Hood: Stock Market Valuation, Pt. 2—Shiller and Tobin
Concluding our discussion of stock market valuation tools, we look at Robert Shiller’s CAPE and James Tobin’s Q Ratio.
Under the Hood: Stock Market Valuation, Pt. 1: Buffett’s Choice
To begin our look at the most popular stock market valuation tools, we consider Warren Buffett’s favorite.
Under the Hood: The Race Between ETFs and Mutual Funds
As exchange-traded products grow in popularity, some believe they will one day dominate mutual funds.
Under the Hood: The History and Structure of ETFs
Not all exchange-traded products, especially ETFs, are created equal. Part 1 of what you and your clients need to know about ETPs.
Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
Under the Hood: The US Fractional Reserve Banking System
The history of money, how it's valued and how leveraging bank deposits creates additional capital.
Under the Hood: What You Need to Know About Bond Duration and Convexity
Both the duration and convexity of fixed income instruments are highly relevant for an investor, especially when interest rates begin to ascend.
Under the Hood: Bond Investing—Preparing for Rate Increases
When rates rise, what bonds do you want your clients to be holding? A look at the options.
Under the Hood: What You Need to Know About Annuities With GMIB Riders
Annuities with guaranteed income benefit riders are popular and appear valuable, but let’s run the numbers.
Under the Hood: What You Need to Know About the Federal Estate Tax
What’s included in the estate, what’s the tax on that estate and what are the resources for learning more, including designations to consider achieving.