Blog Archives

How to Minimize Taxes on Your Investments

Taxes are tangled web. So tangled, Will Rogers once quipped, “The only difference between death and taxes is that death doesn’t get worse every time Congress meets.”

For the investor, taxes represent a real threat to wealth and a cost that must absolutely be controlled. And the only way to do this is to take deliberate steps not just to defer taxes,

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Elon Musk Thinks Index Funds And Short Sellers Are Colluding

If you thought Elon Musk (or as we like to call him in these quarters “Elon da Vinci”) was a dead man walking, you were wrong. Like Wile E. Coyote in the Road Runner cartoon, Musk can fall a thousand times off a thousand cliffs and never die.
After Tweeting that Tesla (TSLA) had funding to take the company private at $420 back in August,

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Is it Time to Sell?

With 2018 already half over, the U.S. stock market (NYSEARCA:SCHB) is outperforming its global peers, plus it still trades near all-time highs. Is it time for investors to cash in their equity holdings?

The perennially dilemma for investors and traders – right after when to buy – is but of course,

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3 Strategies for Managing Higher Volatility

“Everyone has the brain power to make money in stocks. Not everyone has the stomach,” once observed legendary fund manager Peter Lynch. His point was that most people don’t have the stomach – or emotional stamina – for sticking to an investment plan when market conditions get choppy.

What makes 2018 remarkably different from the recent past is rising stock market volatility.

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Portfolio Rebalancing: Should You Do It?

Everything in life that surrounds you requires maintenance. This includes your home, your automobile, the software application on your mobile device, and even your health.

Unfortunately, your job for maintaining stuff doesn’t stop there. Why? Because your investments – whether they are held in taxable accounts or tax-deferred retirement accounts like IRAs,

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