Clients who are 10-15 years from retirement will periodically ask me whether it is still worth it to max out their retirement account every year given the limited time remaining to benefit from tax-deferred compounding. After crunching some numbers, I’ve concluded that continuing to fund retirement accounts is generally the better deal. Please read my latest Artemis Brief to see why it is hard for a taxable account to beat a retirement account over any given time horizon.
In our latest Market Outlook & Strategy report, we dissect the concentration of returns in the stock market so far this year and look at
There is no question that 2022 was a tough year for commercial real estate and 2023 may not be much kinder to the asset class.
Many investors have been wondering why markets are going higher if problems in financial markets are emerging and the economy seems to be signaling that
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