◀ The Principal Blog

Who Says Small Caps Are Overvalued?



“Substantially stretched” was the term Federal Reserve Chair Janet Yellen used a few weeks back to describe the valuations of smaller-company stocks in the United States, particularly those of smaller biotech and social media firms. The performance of small caps —and their outperformance…

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Why the Estate Tax Hype is Overrated



Do you hate taxes, or do you hate paying more than your fair share of them? Is your concern how much you pay in taxes or how much you keep of your income and assets? I had a relative who never made over $30,000 per year in income his whole life, yet put all his retirement savings in municipal bonds…

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