Why Value (Still)
Some investors may have anticipated a big year for the value premium in 2023 given the historic weak stretch from July 2017 to June 2020 and subsequent bounce-back leading up through the end of 2022.
Some investors may have anticipated a big year for the value premium in 2023 given the historic weak stretch from July 2017 to June 2020 and subsequent bounce-back leading up through the end of 2022.
Inflation has started to cool off, and real economic growth continues to be stronger than most forecasters were predicting to start the year.
Today I wanted to jump on real quick with the close of the third quarter of 2023 and talk about Squire's perspective on markets and current economic conditions.
With careful planning, and provided you follow the rules, the tax code allows you to use the home sale gain exclusion every two years.
Even if you manage to land a big winner once or twice, our research has found that this luck is unlikely to repeat throughout a lifetime of investing.
There are many ways to plan for the need for elder care and many ways to obtain that care. It's best if you start planning as soon as possible so you can build a solid nest egg you can rely on over time. The worst time to consider how you're going to obtain and pay for elder care is the day that you discover that you need it.