Small-cap stocks are trading near a two-decade low against large-cap stocks. When the stock market rebounds next year, as many investment banking strategists expect, these smaller companies could outperform. Below is a screen of analyst favorite small cap stocks for 2023, taken from the S&P Small Cap 600 SML Index, that requires businesses to be …
OK, so a million dollars isn’t what it used to be. That’s the worry of a surprising number of American millionaires. At least that’s what fund management giant Natixis, which owns bond boutique Loomis Sayles, among other companies, reports. Natixis surveyed around 1,600 people with at least $1 million in “investable assets”. And just over …
Can you still retire with $1 million? That’s what today’s millionaires want to know. Read More »
Polls consistently show that older Americans regret a lot of things — working too much, choosing the wrong partner, not taking care of their health, and so on. There are also often financial regrets, such as not having saved enough and investing too little for retirement. This last regret has many reasons: everything from the …
This Brilliant Idea Can Make Everyone Better With Money, Older Americans Say Read More »
In addition to current trends, tax-savvy real estate investors have witnessed a wave of sellers using a 1031 exchange (opens in a new tab) and Delaware Statutory Trusts (opens in a new tab) (DST) as replacement properties. For investors looking to get started, however, there are three investor mistakes to avoid with DSTs. STD (opens …
