Wealth Management

Should I Stay or Should I Go?
Fund-Raising When the Charitable Tax Deduction Is at Risk
The First 100 (Trading) Days

The First 100 (Trading) Days

by Joseph G. Paul, Seth J. Masters, Matthew D. Palazzolo

Tomorrow, April 4, will be the 100th trading day for US stocks since Donald Trump was elected president of the US. The S&P 500 has returned 11.3% since the election, leading many to call the rally the “Trump Bump.” We think that improving economic growth and optimism about corporate profitability (not administration influence) are the main reasons for the rally. Read on, or listen to the podcast.

Wealth Management


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Beyond Stocks and Bonds
Spend-Down Policies Offer Flexibility

Spend-Down Policies Offer Flexibility

by Anne Bucciarelli, Jennifer Couturier

Perpetuity is no longer the default position for philanthropists establishing a private nonoperating foundation or donor-advised fund (DAF) in the US. But not all philanthropists understand the profound implications for asset allocation that come from choosing to spend down their assets rather than aim for perpetuity: Spend-down policies generally offer much greater flexibility.

Philanthropy, Wealth Management


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Micro-Cap Banks: An Evergreen Alpha Source
Private Foundations Face Hard Choices
A Brighter Future for Emerging-Market Stocks
Benchmarking Most Assets to the S&P 500 Is a Mistake
Revisiting the 20,000 Dow

Revisiting the 20,000 Dow

by Seth J. Masters

The Dow Jones Industrial Average reached 20,000 in late January, ahead of the five- to 10-year time frame we laid out in our forecast four and a half years ago. Over the next five years, we expect the Dow to revisit 20,000 many times, on the way down as well as on the way back up. Here’s why.

Equities, Wealth Management


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How to Grow Your Philanthropic Impact
This Is No Time to Bail on Bonds
Is Diversification Dead?
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