Finance & Markets

2017 Tax Burden by State

2017 Tax Burden by State

WalletHub

Accountancy teaching professor James O'Brien (ACCT '88) discusses most fair and least fair tax instruments with WalletHub.

Notre Dame team takes national championship in VC competition

Notre Dame team takes national championship in VC competition

Carol Elliott

A team of University of Notre Dame undergraduate students won first place in the 2017 Undergraduate Venture Capital Investing Competition (VCIC), a highly regarded annual event hosted by the University of North Carolina’s Kenan-Flagler Business School.

The five students — a combination of finance and economics majors who ranged from sophomore to senior — bested six teams during the final round of competition on March 25. Jackson Jhin, Lavinia Li, Daniel Ko, Tyler Christian and Carlos Covarrubias Serrano traveled to UNC’s Chapel Hill campus for the final event.…

Should Spouses Pool Their Money?

Should Spouses Pool Their Money?

Financial Advisor

Upcoming research by marketing assistant professor Emily Garbinsky suggests that spouses who pool finances spend less on frivolous items than spouses spending from separate accounts.

Active vs. Passive? Choose Both

EXCERPT

It is human nature to take sides. In the case of active and passive, however, not only do I think investors can choose both, but the story of passive’s rise and active’s demise has been greatly exaggerated.

It is true that flows into passive strategies have picked up. But U.S. advisers are still allocating 70% of their clients’ assets to active investment strategies, according to our recent survey. Investment flows can be fickle and aren’t always a good barometer for long-term shifts in sentiment.…