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Tax planning is a critical component of personal investing, and understanding the applicable rules can have a significant impact on overall returns. The Guide to Tax on Your Personal Investments 2024 provides a detailed explanation of tax regulations surrounding various aspects of investing, including ...

As 2024 comes to a close, it's an opportune time to review your financial and tax situation to ensure you're maximizing your savings. Charles Rotblut's article highlights several strategies investors can use to manage their tax liabilities effectively. These strategies include adjusting income and deductions, ...

Investing can seem daunting, especially for beginners, but setting clear financial goals is the first step to building a solid strategy. Omar Beirat's article, A Beginner's Guide to Goal-Based Investing, highlights the importance of tailoring investment strategies to fit your unique goals, time horizons, ...

Understanding financial statement data is critical for making informed investment decisions. As Wayne A. Thorp explains in "How Financial Statement Data Can Differ Depending on the Provider," the transition from as-reported to standardized data-like AAII's recent switch to S&P Global-comes with both ...

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The debate over favoring growth or value stocks has long intrigued investors. In his October 2024 article, Craig Israelsen delves into 34 years of historical data, showing how each approach has performed across various market caps and economic cycles. Notably, growth stocks-especially large caps-have ...