by Brian Jacobs | May 17, 2024 | Blog, Investment Concepts
Jim Simons, the mastermind behind Renaissance Technologies, recently passed away at 86. Simons, a brilliant mathematician and former codebreaker, founded Renaissance in 1982 and revolutionized quantitative trading. The firm’s flagship Medallion Fund achieved an...
by Brian Jacobs | Jan 9, 2024 | Blog, Investment Concepts
Unleashing the Power of ETF Tax-Efficiency for Higher Compounded Returns Exploring how reinvested earnings, return, and tax deferral provide the rocket fuel for compounded dollar growth Compounding > Couponing Compounding, the process where reinvested earnings...
by JD Gardner | Jul 6, 2023 | Market Updates
The Volatility Tax Almost 2 years ago to the day, we published this piece: Reducing the Volatility Tax. We thought revisiting this concept was timely given the last 18 months. Look at the table below and the returns of each segment of stocks during 2022, the...
