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What Drives Returns? It’s Not Dividends (It’s These 5 Factors) Financial PlanningInsights
January 29, 2026

What Drives Returns? It’s Not Dividends (It’s These 5 Factors)

Dividend Irrelevance and the Five-Factor Model In investing, it’s easy to get caught up in the latest headlines and stories about dividend hikes, stock splits, mergers and acquisitions, or a company’s quarterly payout ratio. But decades of financial research suggest that many of the things that make the news don’t…
Making Sense of Corporate Investing: Smart, Practical Strategies for Professionals Financial PlanningInsights
January 14, 2026

Making Sense of Corporate Investing: Smart, Practical Strategies for Professionals

Making Sense of Corporate Investing: Smart, Practical Strategies for Professionals For incorporated professionals, building wealth inside a corporation can be a powerful strategy — but it’s easy to get lost in the details. Tax rules are layered with notional accounts, passive income limits, and planning tradeoffs that aren’t always obvious…