Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. While the gains signal portfolio growth, they also create challenges for ongoing management. Because when it comes time to rebalance the … Read more
By Lewis Nibbelin, Contributing Writer, Triple-I Heading into 2025, countless communities are still grappling with the $27 billion natural disasters that impacted the United States last year – a total driven by costly storms and severe inland flooding. Many affected residents lacked flood coverage and will rely almost exclusively on federal relief funding to recover, … Read more
Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The outlook from housing analysts is positive, with expected gains ranging from -0.4% to 10.8%, and an average of about 3%. The only negative housing price forecast comes from Moody’s, which predicts a slight decline of -0.4% largely … Read more
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront on your retirement accounts can be a savvy move, especially if you’re in a mid-to-lower federal income tax bracket, as it allows for tax-free withdrawals in the future. That said, thanks to the latest standard … Read more
Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Masayoshi Son’s SoftBank Group swung to a ¥1.2tn ($7.8bn) profit in its latest quarter, driven by a string of successful initial public offerings in India and better tech valuations. The company’s results easily beat analysts’ … Read more
