/ TAG Investing and the Economy

Hedge funds, private capital, natural resources, real estate, and infrastructure offer unique benefits and reduce market risks.

Enhance your portfolio’s resilience for 2023 by diversifying your investments and adjusting allocation strategies based on lessons learned from the challenging 2022 market.

How to leverage the rare opportunity of discounted fixed-income investments to balance your portfolio during this disconcerting time.

With inflation at its highest since 1981, how can you focus your portfolio towards investments to weather a recession?

Investors holding cash for short-term purposes like taxes or down payments might consider T-Bills for extra yield.

Carefully planning a strategy that moves you from a large, concentrated position to a diversified portfolio spreads outcomes, good and bad, across a diversified group of accounts. And that achieves the ultimate goal: predictability.

Regardless of the debate around whether the U.S. is already in a recession, the combination of higher prices and slower growth, termed “stagflation”, should prompt investors to consider potential adjustments.

When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.

My first response to that question would be: “Well, you’re already ahead of many investors because you realize that rising

Worth asked RIAs and financial advisors what they’re advising their clients to do right now. Here’s what they had to say.

But who walks into a store and asks to buy the most expensive items?

Ongoing uncertainty about Brexit, fears about the coronavirus and further international conflicts only add to the market instability.

It’s common to think about wealth transfer as something that won’t be a concern until the distant future.

As we are studying the cycles of the Federal Reserve’s monetary policy, a most interesting statistic crossed our desk during

“A couple years of calm can lull less seasoned investors into thinking that calm is the new normal

The Pease limitation, first enacted in 1991, reduced itemized deductions, including charitable donations, by 3 percent of AGI that exceeds

Featuring commentary from Dr

"When financial goals are well defined and have personal significance, there is greater motivation to maximize the accumulation of assets to realize those goals

"For any contract, there’s always a risk to each party that the counterparty will not live up to the terms

“With the longest bull market in our nation’s history, now is the time to protect the larger portion of your wealth

What used to be a black-and-white choice–invest to make money or be philanthropic–has today become a broad spectrum of grays.

For a nonprofit organization, a clearly defined investment policy statement is critical.

The [current economic] cycle may be on track to move into first place. However, there are signs the economy may be slowing.

While this part of the brain is helpful in other facets of life, it proves harmful for making financial decisions, since this is where our cognitive biases originate

This change will drastically reduce the number of households that claim charitable giving as an itemized deduction on their returns.

Athletes should discuss with a broker the many legal entities that may be formed to shelter their assets, and the potential risks implied.

A weak U.S. dollar actually makes our products cheaper in other countries, and helps create more demand for our products.

Many people get tripped up on whether to buy or lease/rent. We buy when we should lease and lease when we should buy.

Wouldn’t it be nice to make one phone call to see all this handled without the cost and burden of managing your own family office?

In the active-versus-passive debate, we don’t have to go ‘all in,’ using one strategy over the other.