Anticipating significant capital gains? Jack Davies, CFA, explains how direct indexing may help investors manage them more efficiently.
Where should you really be putting your bond investments? It’s not just about the rates, you know. It’s also about the tax implications. Read to see why.
Many Iowa farms are likely to change hands over the next 20 years. Learn why preparing now can help protect the legacy and livelihood of Iowa’s family farms.
Asset Class Returns – Can We Just Pick the Winners?
Are bonds an income generator—or just dead weight? Let’s find out.
2024 was another great year for the U.S. stock market, with the S&P 500 index returning 25%. Now that the year is over, we can analyze the winners and losers of 2024. Let's take a look.
Is stock market growth a thing of the past? Headlines making predictions about this have come and gone, some turning out to be spectacularly wrong. Let’s take a look.
