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by Erik Conley
Not all investment accounts are created equal—and neither should your strategies be. Whether you're managing a taxable brokerage account, a traditional IRA, or a Roth IRA, each account type has unique tax characteristics ...
by Erik Conley
Introduction Investing without a plan is like sailing without a compass. You might catch a favorable wind now and then, but eventually, you’ll drift off course. Then, there’s the stress you feel when ...
by Erik Conley
A 5-year model for consistent outperformance In the world of investing, alpha is the holy grail. It represents the excess return an investment earns above its benchmark—typically the S&P Composite Index. Capturing alpha ...
by Erik Conley
There are many reasons why people don’t succeed at investing. Poor planning, impatience, a lack of skill, neglect, or overtrading, to name a few. The discipline of Behavioral Finance has identified over 100 ...
by Erik Conley
Tracking Your True Annual Return on Investments: Beyond Simple Percentage Gains Most investors focus on the wrong number when evaluating their investment performance. They either take their broker’s number (which is usually the ...
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