Author: Kip Lytel, CFA Research Analyst: Loveth Abu A Familiar Late-Cycle Question After more than two years of powerful equity gains, investors increasingly find themselves asking a familiar question: how much
When someone inherits a taxable brokerage account, it often contains large positions in individual stocks accumulated over decades. These holdings frequently reflect the investment environment of the previous generation — a time when investors held concentrated positions in dominant American
U.S. equities finished the week lower as volatility returned across global markets. The Dow Jones Industrial Average declined approximately 3.0% for the week, while the S&P 500 fell about 2.0% and the Nasdaq Composite slipped roughly 1.2%. Markets experienced sharp