Tax Day Tradition

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Our annual tradition on Tax Day is to help our followers go find money they're owed! Over the years we've found millions and millions....all...

“Dividends play no role whatsoever in capital accumulation…”

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As the S&P 500 gets ready to take out the all time low dividend yield of 1.1% (set in 2000), a fun episode with...

How to Hedge Against a War

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Can you build a WarHedge portfolio? via ManGroup https://t.co/LDgWAOj0JK

3 AI Stock Winners & 3 Write-Offs – Prof. Damodaran

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https://www.youtube.com/embed/sXIU7V_PWX0?si=tfLGVKdTkAOKe3Q3

The King of Coins

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https://www.youtube.com/embed/StwijZC1C_s?si=9cNeQEa3uMwMKGa3

Emerging Market Stock Valuations

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The Map is not the Terrain...https://theideafarm.com/markets/emerging-markets-the-map-is-not-the-terrain/And also from a recent podcast with La Roche here is Gundlach ""My #1 recommendation is emerging market stocks"...

351s Hitting the Mainstream

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Fun new resource tracking page, nearing 100 funds and $20 Billion!https://www.bloomberg.com/news/videos/2026-03-30/351-exchange-etfs-a-growing-tax-tool-brent-sullivan-video

Levels of Tax Management

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Level 1: look around at year end to see if there are any losses to harvest to cover gains. Level 2: move from mutual...

What’s a Dividend?!

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We're currently writing a new paper on diviends and would love your help! Could you please take this short 20 second survey?  (function(t,e,s,n){var o,a,c;t.SMCX=t.SMCX||,e.getElementById(n)||(o=e.getElementsByTagName(s),a=o,c=e.createElement(s),c.type="text/javascript",c.async=!0,c.id=n,c.src="https://widget.surveymonkey.com/collect/website/js/tRaiETqnLgj758hTBazgdx0b1FGYWtCVZJuWJl1zN_2FrNfcdsn39eh8JhrWr8DLAW.js",a.parentNode.insertBefore(c,a))})(window,document,"script","smcx-sdk"); Create...