When it comes to taxes, not all dividend income is the same. Qualified and non-qualified dividends have different implications for your portfolio’s tax efficiency in a similar manner as HDL and LDL cholesterol have different implications for your health.
Sometimes it Helps to Pay Less Attention
What is a Recession Anyway?
US recessions are identified by the National Bureau of Economic Research (NBER). Their decisions factor in numerous economic indicators such as GDP growth, industrial production, and unemployment but are not contingent on an exact formula. Accordingly, past recessions have come in all shapes and sizes, depending on what you’re measuring.
Q3 2025 Market & Portfolio Results & Commentary
Are Nvidia's Earnings Big Enough For You?
Keep Your Investment Appetite in Check
How Do the Fed’s Moves Affect Market Interest Rates?
The Longer View on Stocks
Does Higher Inflation Hurt Stock Returns? - 38 sec. video
Markets Look Forward. So Should Investors.
Not all market volatility is created equal
Bearish Sentiment
Can You Predict Postelection Winners?
Markets quickly incorporate new expectations following election outcomes. Once the ballots are counted, stock prices reflect, in real time, investor expectations about things such as regulatory or tax policy changes. When these new expectations are baked into prices, we should not expect an election effect to persist.
About Mutual Funds/ETFs and Why We Use Dimensional
The Small Cap Value Smackdown! Update Nov. 12, 2024
Why did DFA win? First, DFA provides a greater tilt towards small and value. Another is that DFA uses techniques to overcome the large bid ask spread that exists for very small thinly traded stocks. Finally DFA also utilizes the profitability premium, which joins small and value as one of the pervasive market premiums available to investors.