Gifting highly appreciated stock is arguably the most effective way to give to charity while maximizing the tax benefits. By gifting appreciated stock you can maximize your tax benefits which may help you build more wealth in the long term and therefore more ability to give. This is especially valuable when used in conjunction with […]
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Capitalist markets often generate economies of scale in finance, which tends to concentrate wealth and power. John Coates, from “The Problem Of 12: When A Few Financial Institutions Control Everything” Over the past couple of decades corporate America has been increasingly owned by large Index funds (for public companies), and Private Equity (for private companies).
2024 was about as good a year as it gets for investors. The S&P 500, an index comprised of approximately the largest 500 US companies ended 2024 at 5,881.24, just a couple of percentage points below its all time high. This was a 25.02% total return for the year, which followed a 26.29% total return
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