How are tariffs and your 401(k) retirement savings intertwined? Experts say a rise in tariffs can lead to several factors that impact your retirement savings. A Morningstar study reveals that passively managed index funds generally outperform actively managed funds. Lower operating costs are a key factor in the superior performance of index funds. This trend
Evan Guido | Special to the Herald-Tribune In early 2025, Constellation Brands – maker of Modelo, Corona, and Pacifico – was a staple of our Aksala Dividend & Growth Portfolio. It had everything we look for: category-leading brands, consistent dividend growth, and a strong consumer following, especially among the Hispanic community in the U.S. But
Benjamin Pease | Special to the Herald-Tribune Many investors focus on past returns when making investment decisions. Our personal experiences – particularly recent losses or missed opportunities – can weigh heavily on how we approach risk and outlook. This is known as recency bias. However, when it comes to fixed income, especially municipal bonds, the
How to control your finances on a tight budget Living on a tight financial budget? That doesn’t mean you can’t take control of your finances. Beginning on 2025 tax returns, new car buyers might qualify for an above-the-line deduction of up to $10,000 in car loan interest in a year. Taxpayers will not be able