Thought Leadership

For the Intelligent Investor.

Donor Advised Funds: Larger Donation, Lower Taxes

Kovitz Newsletter 3Q20

Lower for Longer

Racing Towards November

Education Planning: 529 Plans - Know the Choices and the Rules

2020 Vision on the S&P 500 Index

Kovitz Newsletter 2Q20

The Hardest Part about Market Timing is Getting the Timing Right

CARES Act and Extended Tax Deadlines

Finding the Value in Value Investing

Protect Yourself, Protect Your Data

The 2020 Bull Market?

Kovitz Newsletter 1Q20

Epidemics COVID-19, March 2020

Presidential Cycle-Fourth Year, February 2020

The Value of Dividends, January 2020

Rising Interest Rates and Inflation Are Not Fatal, January 2020

SECURE Act: 3 Key Concepts for Retirees

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