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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jan 05, 2018 Tax Reform and Its Implications for U.S. Stocks

We suspect the U.S. stock market has priced in much of the benefit of tax decreases, but the answer is not straightforward as there are many variables to consider.

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Jan 04, 2018 Research Alliance How Concentrated Are Your Dividends?—Parametric Portfolio Associates

Has a single-minded focus on generating the highest yields led to unintended consequences for your portfolio? Learn how over concentration at the security or sector level impacts performance and diversification.

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Jan 03, 2018 Research Alliance OppenheimerFunds Quarterly Markets Review At-a-Glance

OppenheimerFunds' Markets Review At-A-Glance for the fourth quarter of 2017.

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Jan 02, 2018 Research Alliance Net-Neutrality Noise—Thornburg Investment Management

The Internet’s rapid evolution, the ISPs' vertical integration into content, the bargaining power of the tech and media giants, and anticipated 5G investment returns largely supersede regulatory shifts.

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Dec 29, 2017 Research Alliance OppenheimerFunds Markets Review At-a-Glance

OppenheimerFunds' Markets Review At-a-Glance weekly summary, as of December 29, 2017.

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Dec 27, 2017 Research Alliance Sell the News on Tax Reform—Guggenheim Investments

The new tax package is causing investors to engage in more aggressive tax-loss selling.

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Dec 21, 2017 Research Alliance Tax Bill Passed: NO FIFO!—Parametric Portfolio Associates

The vote is in, FIFO is out. This is a victory for investors. First-in, first-out accounting would have caused capital gains taxes to increase and would have led to more assets stuck in concentrated portfolios, instead of being appropriately diversified.

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Dec 20, 2017 Research Alliance Mexico’s Central Bank Hikes Key Rate In Hawkish Turn—Thornburg Investment Management

Mexican asset prices reflect current and potential economic and political risks. But a likely turn in the country’s economic cycle makes for a potentially attractive entry point for longer-term investors, and the financial sector may soon benefit.

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Dec 19, 2017 The Bitcoin Craze is Speculation, Not Investing

We’ve been getting some questions from clients and advisors about bitcoin. Our general view is that betting on bitcoin and other cryptocurrencies is speculation, not investing.

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Dec 14, 2017 Research Alliance The Yuan and the Truth About Emerging Markets Currencies—Parametric Portfolio Associates

While the Chinese yuan seems to be on quite the roller-coaster ride, it does help provide a lesson in the value of maintaining a healthy dose of skepticism when it comes to "managed" emerging-market currencies.

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