Larry Light
Markets Editor at Chief Investment Officer
Markets editor of Chief Investment Officer magazine, former CBS MoneyWatch writer/editor, WSJ investing editor, Forbes finance editor, Business Week reporter
Articles
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1 week ago |
forbes.com | Larry Light
If you have ever filed a homeowners insurance claim, you know it can feel more like an endurance test than a straightforward process. The savvy financial advisor Rick Kahler, president of Kahler Financial Group in Rapid City, S. D., tells us how to navigate this treacherous path. Larry Light: Trying to get paid for damage to your dwelling sounds like torture.
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2 weeks ago |
forbes.es | Larry Light
Hasta hace poco, el Viejo Continente venía resintiéndose, ya que las acciones europeas iban muy a la zaga de las estadounidenses. El año pasado, el índice MSCI EAFE, que abarca los países desarrollados excluidos EE UU y Canadá, avanzó sólo un 4,3%, mientras que el S&P 500 acumuló una ganancia del 25%. Esta situación se invirtió radicalmente en 2025, hasta el pasado viernes, con el índice MSCI subiendo un 15,4% y el S&P 500 avanzando sólo un 1,3%.
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2 weeks ago |
forbes.com | Larry Light
Until recently, the Old World has been feeling its age, as European stocks largely lagged behind U.S. equities. Last year, the MSCI EAFE index, which covers developed countries excluding the U.S. and Canada, inched ahead just 4.3%, while the S&P 500 racked up a 25% gain. That situation reversed dramatically in 2025, as of Friday, with the MSCI index up 15.4% and the S&P 500 ahead just 1.3%.
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2 months ago |
forbes.com | Larry Light
We discuss the delicate balancing act between minimizing taxes whilst maximizing wealth with Jim Davis, senior wealth advisor at Aspen Wealth Management based in Fort Worth, Texas. Light: Investors are always looking for ways to minimize their tax burden, but there’s a fine line between tax efficiency and maximizing overall wealth. Can you start by explaining why investors shouldn't focus solely on tax minimization?
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2 months ago |
forbes.com | Larry Light
Inheriting significant wealth can feel both exhilarating and overwhelming, especially if it arrives unexpectedly or without preparation. We discuss with Liz Gillette, founder and senior advisor at Curio Wealth, based in Annapolis, Md., about how individuals can thoughtfully tackle this transition—balancing new possibilities with intentional planning and aligning their financial decisions with their core values.
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What are the pitfalls of companies' transferring their pensions to insurers? See my CIO story: https://t.co/3FJhBxuTs1
During my years in financial journalism, I've noticed a pattern: There's a downturn around the start of a new decade, and then predictions that the coming decade will be a bummer for stock. Those auguries don't come true, though. See my CIO story:https://t.co/aRTynLSbh9
Republican politicians say ESG investing brings poor returns--and GOP-run states are moving to ban state and local gvt funds from plugging money into it. Dems say the opposite. Who is right? See my CIO story: https://t.co/mnn08OmqAD