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Dimensional’s 2019 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed their primary benchmarks after costs—and among top-ranked funds based on past results.
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Featured Articles

A Thought or Two on Preparing for the end of 2020

It is important to note that as the fourth quarter gets underway there is the potential for tax-loss selling in parts of the markets like International and Small Cap and Closed end funds later in November and December. Tax-loss selling is when investors sell securities to realize losses for tax purposes in order to offset gains within their portfolios. Some parts of the market are lower by 9.00% YTD, so we could see some tax-loss selling this quarter. Should we see this volatility and discounts to historic return expectations  widening as a result of tax-related selling, I would view it

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Mask Facts & Covid Highlights This Week

Key takeaways from the Covid Update this week… * Every region of the country is taking a turn with a pattern of high daily reported cases. The Midwest is now taking their turn as the leader. * Daily reported positives as a percent of the total tests have moved back down to mid May level – despite a spike in testing. * The deaths from the Covid trend line continues in a positive direction. * In NYC, it looks like more than half of the hospitality sector won’t survive. It has always been quite interesting how physicians I have talked

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Tax Planning in an Election Year

It Doesn’t Matter Who Wins The Election – Higher Taxes Are Expected, So Get Ready. Every four years when the U.S. presidential election approaches, Americans must think about the vast implications of the potential presidential outcome. With the economy struggling to stay afloat during the pandemic, candidates’ proposed tax policies take on more importance. While past election platforms have implied tax hikes or reductions to lure or sway voters, it’s highly likely that taxes will rise regardless of whether the Democrat or Republican party win in this election. This is primarily because of the excessive federal deficit and economic recovery

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Covid Update for this week

Key takeaways from the Covid Update this week (above)… * Every region of the country is taking a turn with a pattern of high daily reported cases. The Midwest is now taking their turn as the leader.* Daily reported positives as a percent of the total tests have moved back down to mid May level – despite a spike in testing.* The deaths from the Covid trend line continues in a positive direction.* In NYC, it looks like more than half of the hospitality sector won’t survive. It has always been quite interesting how physicians I have talked with, deal

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