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High-class problem: Large realized capital gains

By CHRISTINE QUILLIAN, CFA, CFP® Like the monster under the bed, capital gains taxes loom large in investors’ minds.  Many investors have a tendency to hold on to stocks with large embedded capital gains because to sell or trim shares … Read More

A Financial Physics Framework

BY CHRISTINE QUILLIAN, CFA, CFP®   The market price at which something is bought or sold is everything in investing.  A stock’s price is a single number that expresses a collective view of investors’ knowledge and expectations about a company.   We … Read More