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Is It Now Time for the Rich to Refinance Their Family Balance Sheets?
While cash across Berkshire has swelled to over $122 billion, its first yen-denominated bond will soon add roughly $3.9 billion to the balance sheet. The bond maturities will range from five to 30 years and carry interest rates of .17% to 1.1%.
Hidden Risks in Fixed Income
At first blush, it would seem that bonds are easier investments to evaluate than stocks. After all, bonds pay a set interest rate and generally repay your original investment after a set amount of time.
Don’t Give Up on International Stocks
International stocks have been a real bummer for investors over the last decade. In fact, while the S&P 500 has delivered a 294% increase for the ten years ending 6/30/19.
2017 Tax Act and Qualified Opportunity Zones: Is It Really an Opportunity?
The Tax Cuts and Jobs Act of 2017 (TCJA) included a tax break for investors related to realized capital gains. Through this program, an investor may receive tax benefits, including potential deferral and elimination of tax, by investing those gains in a Qualified Opportunity Zone Fund (QOZF).
Roth: Certainty in an Uncertain World
My daughter Olivia will be three years old in a few months. Currently, she’s in the dreaded, “why?” stage and it’s as every bit annoying as I thought it would be.
Q2 2019 Market Commentary: Winning The Loser’s Game
Anyone who has either played sports or watched children play sports knows that valuable life lessons can come from the experience. Sports can teach teamwork, strategy, the joy of winning, the frustration of losing and, along the way,