Economy & the Markets Archives - Adviser Investments

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Economy & the Markets

Value Rotation—Spun Out Already?

April 28, 2021

Value Rotation—Spun Out Already?

You didn’t have to dig deep this year to find headlines proclaiming a revival of so-called value stocks, with outlets like The Wall Street Journal reporting that value investors “finally have a reason to celebrate.” But is that cycle already petering out? Traditionally, stocks of well-established, profitable …

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Bond Market Contrarianism

April 19, 2021

Please note: This update was prepared on Friday, April 16, 2021, before the market’s close. Whether you’re talking Taylor Swift or Wall Street, records continue to be broken. While Swift snapped a half-century-old record held by The Beatles for the fastest run of three number-one albums in the U.K., the Dow Jones …

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Are Your Funds Tax Efficient?

April 14, 2021

Are Your Funds Tax Efficient?

The ultimate goal of investing isn’t necessarily to avoid taxes; it’s to maximize wealth. Yet, tax efficiency ought to be factored into your overall financial plan, even if total gains are the ultimate pursuit. How can you get a handle on which funds will leave you …

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