Ronald Delegge
Posted in Asset Allocation, ETF, Financial Planning, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, SPDR, stocks, tax efficiency, Taxes, Yahoo Feed
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Earlier this week, the Wall Street Journal (WSJ) observed a problem that our readers have long known: mutual funds have a major structural flaw that exposes shareholders to unwanted and unnecessary tax liabilities. Moreover, this flaw should be of acute interest to anybody anywhere that owns a mutual fund –
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Ronald Delegge
Posted in Asset Allocation, Financial Planning, Fox Feed, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, tax efficiency, Taxes, U.S. Stock Market, U.S. Treasuries, Yahoo Feed
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This year’s presidential election has been so drenched with public bickering and controversy, it’s left very little airtime for the multi-million freight train that’s on course to crash everybody’s party: U.S. public debt.
In July, the Congressional Budget Office (CBO) reported that federal debt held by the public skyrocketed to 75% of U.S.
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Ronald Delegge
Posted in Asset Allocation, Fox Feed, Leveraged Long/Short ETFs, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, tax efficiency, Yahoo Feed
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A well-built investment portfolio always takes deliberate steps to minimize the threat of taxes to the greatest degree possible. I know it sounds complicated, but it’s not.
Aside from practicing smart asset location and owning investments that designed to reduce tax liabilities (see index ETFs), there are other simple ways to reduce the tax bite.
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