Investment Form 8825: Tracking Your Rental Income and ExpensesJuly 22, 2023 on the article Filling out IRS tax forms every year isn’t fun, but it’s a necessary part of investing in…
Investment Factor Portfolios and Cap-Weighted Benchmarks: Bridging the Tracking Error GapJuly 18, 2023 Despite a temporary return to normalcy in 2022, equity factor strategies face performance challenges compared to cap-weighted indices since the…
Investment Can Tracking Error Boost Index Funds’ After-Tax Returns?February 23, 2023 Investors tend to view index fund tracking error in a purely negative light. When a fund fails to track its…