Virtually all companies and individuals are faced with the management of taxable assets. To manage these assets efficiently, investors need to be aware of the impact of taxes on investment returns. In the study we report in this article, we quantified the benefits of loss harvesting and highest...

If your goals are to outperform other investors and achieve your life's financial goals, what should you do? Think, act, and invest like the best investor out there: Warren Buffett. Swedroe provides a sensible investing approach based on Buffett's advice regarding investment strategies.

The rewards of carefully chosen alternative investments can be great. But many investors don't know enough about unfamiliar investments to make wise choices. For that reason, financial advisers Larry Swedroe and Jared Kizer designed this book to bring investors up to speed on the twenty most...