While rising rates and sticky inflation may have put a damper on growth stocks in recent years, Ark Invest founder and CEO Cathie Wood is confident that they are primed for a rebound as innovative new technologies like artificial intelligence act as a major deflationary force. “Innovation solves problems—especially AI,”…

On September 26, 2023, Massachusetts legislators introduced a comprehensive tax relief package worth $1 billion. Governor Maura Healey signed this legislation into law on October 3, 2023. The bill encompasses a range of tax proposals aimed at providing relief to families, businesses, and individuals throughout the state. Notably, it has…

Future inflation is even more unknown than future stock returns. At least with the stock market, companies are publicly priced and traded in real time so you can know what the markets did today. With inflation, you only definitively know it has happened a month after the price hikes have…

Investing in alternative investments is a “wide net,” and like all investments, some are riskier than others. When looking at alternative/accredited investments in real estate, we have already covered the basics of DSTs and focused investments. Investing in real estate development funds can hedge a portfolio against inflation and rising…

While a U.S. government shutdown is looming on October 1, it is not likely the cause of the weakness in the S&P 500. Instead, our woes stem from the sharp rise in the after-inflation expectations yields since they provide a more potent competitor to stocks. Read the full article here

Most stocks tend to move together but recent action in the tech sector versus small caps is remarkable: the NASDAQ NDAQ -100 spent the month of September in a downtrend but it’s nothing compared to the drop off in price for the Russell 2000, the index that represents smaller capitalization…

Investing isn’t always straightforward – in fact it can sometimes feel counterintuitive. Sometimes we find ourselves in the position of putting money into investment accounts only to see the totals continuing to go down instead of up – but that’s where it’s important to understand investing concepts such as dollar…

What if the Fed keeps raising rates and someday soon 7% is the new benchmark? In a Times of India interview, the CEO of J. P. Morgan, Jamie Dimon, says the investment world may not be ready for inflation-fighting of that order. As one of the key banking executives globally,…

Private foundations are powerful tools for philanthropy, enabling individuals and families to make a lasting impact on the causes they care about. However, with great power comes great responsibility. One of the most crucial rules for private foundations is to avoid self-dealing. Self-dealing happens when foundation funds are used for…

Barring significant dealmaking by the September 30 deadline, portions of the U.S. government will be shut down on October 1. While this shutdown could cause numerous disruptions, as detailed in this piece, it doesn’t rise to the level of a possible debt default by the United States, as seen during…