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Articles on Wealth Management Topics

Predicting Future Investment Returns: Implications for Retirement Planning

In the last installment of Articles on Wealth Management Topics, we discussed academic research on different ways to estimate the magnitude of future stock market returns. As a refresher, the worst of the ways studied was to extrapolate future returns from past returns. Nearly as ineffective is to base estimates of future returns on surveys of individual and institutional investors.

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"Ten Ways You're Probably Leaving Money on the Table" Updated for 2018-9

The Tax Policy Center estimates that recent changes to the tax code in the form of last year's Tax Cuts and Jobs Act (TCJA) "... will cut individual income taxes for 65 percent of households overall, but raise taxes for about 6 percent of households." Even so, why not resolve to improve your financial situation even more in the New Year. Depending on your circumstances, there may be a variety of moves to make to reduce your tax bills (or to offset them by saving money in other ways).

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