The United States is one of the most charitable countries in the world. We consistently rank among the top five in the World Giving Index. Our system of taxation encourages charitable giving. The federal estate tax of 40% on assets above $13.61. million is likely a contributing factor for the ~200 US billionaires who have...| The Belle Curve
Back in early 2022, I wrote a post called Bear Market Playbook. It included a list of actionable steps investors can take during market downturns. Today, it feels like we need an opposite list that includes reasonable actions to take when markets are trading at all-time highs. Before I dive in, you should know that...| The Belle Curve
My son’s coach pitch baseball team won the playground championship last week. They were first among 22 teams in the league, surviving a two-week, double-elimination tournament. What an awesome experience! In his victory speech, our head coach talked about the community at the playground and how everyone was like family. I was reminded of the...| The Belle Curve