Is the recent stock rally justified? Investors seem to be counting on a rapid rebound in earnings from a flat last quarter in 2019. Yun Li of CNBC looks into the latest economic numbers and gauges the likelihood their expectations will be realized. If you want to lower your 2020 taxes, it’s best to start planning now. Experts from top advisory firms offer their input on matters from gifting to real estate. Do you keep making the same investing mistakes? If so, you’re not alone, according to Larry Swedroe of Buckingham Strategic Wealth. He details the best lessons learned from 2019 that can help investors this year.
Stocks Appear Detached From Reality, Rallying For Two Things That May Not Happen — The S&P 500 has soared 12% since October, and the rally is largely driven by expectations for a rapid rebound in earnings growth and the global economy. Investors worry either the economy has to suddenly jolt into action or earnings have to surprisingly surge — two things unlikely to occur — in order to justify these kinds of gains. Read more…
How Wealthy Investors Can Start Planning 2020 Taxes — Early in the calendar marks a good time to start tax planning for the current year. Tax experts offer advise on a variety of strategies to better manage your taxes this year. Read more…
Investment Lessons From 2019 — Every year, the markets provide us with lessons on prudent investment strategies. The year 2019 supplied a dozen of them. Larry Swedroe offers a summary for investors in 2020. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller
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