What’s The Tax-Adjusted Return?

Published on September 29, 2025

Projected tax liabilities can be challenging to compute up front when considering an investment.

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Zephyr's Adjusted for Risk: Exploring Alternative Investments - A Conversation with TCW's Jennifer Grancio

September 29, 2025
The discussion focuses on making alternative investments, specifically private credit, more accessible to retail investors, the importance of due diligence in uncertain economic conditions and the implications of higher interest rates on private credit.

Baby Boomers Beware: Target Date Funds Break With Safe Scholarly Guidance

September 29, 2025
When the next crash comes, inevitably there will be an uproar. Baby boomers must not wait for that uproar. They need to get out of their TDFs now and move to the safety of T-bills and TIPS, following the guidance of academic theory. That’s just the smart thing to do.