Many states are imposing a millionaire’s tax with huge implications for top earners. Explore how aggressive tax-loss harvesting can soften the blow.
Jean Joseph, Managing Director of Owl Rock Capital Partners, discussed the status of the global markets in the context of the credit cycle and some signs pointing to a need for caution in today’s
Now that passive index investing has overtaken active management, learn why this might not be as scary for the industry as it may seem.
There is a risk, in a time of prolonged economic uncertainty, that you become blinded to the pitfalls ahead. U.S./China trade tensions have now been ramping up for over a year, and other geopolitical
Both stocks and bonds enjoyed positive returns in the Third Quarter 2019, adding to already-impressive performance from the first half of the year. Declining interest rates again deserve much of the
Substantial inflows into passive funds over the last decade have led to speculatioon that a bubble is forming. Key concerns center around the lack of price discovery inherent with passive funds as
Consumer confidence measures have been mixed amid heightened geopolitical noise. The global manufacturing slowdown has pulled that sub-set of the U.S. economy into contraction territory and threatens
More and more investors are considering an allocation to commodities, typically motivated by a desire to tap the inflation-fighting and diversifying properties of this asset class. While the most
Passive doesn't mean indifferent. Often people lose sight of the fact that while passive, or index, investors have made a choice to diversify and trust the market to reward them for their