Blog Archives

Portfolio Report Card: A $671,459 Retirement Plan with Taxing Problems

In this new and first episode of the Portfolio Report Card, Ron DeLegge, Founder at ETFguide analyzes and grades a $671,459 retirement portfolio for B.L. in Spokane, WA.

Many investors still don’t understand the difference between an architecturally sound investment portfolio versus one that’s not.

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Retirement Pro: Think Cash Flow, Not Rate of Return

This is an excerpt from the video titled Think Cash Flow, NOT Rate of Return with Lynn Dolan at ETFguide and Mark Mappa, CFP and Author of Cash Flow is King.

Lynn: Cash flow is important for everyone. But it’s especially important for retirees as income from working turns off and income from retirement savings turns on.

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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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Here’s What’s Driving Your Investment Returns

Although your investment results may seem random, they aren’t. In reality, your portfolio’s performance is directly influenced by a number of decisions you’ve consciously or unconsciously made.  Let’s examine the factors driving your returns.

Your Asset Mix
Back in the 1990s, Gary Brinson’s landmark study highlighted the acute impact of a portfolio’s returns by how its assets are distributed. 

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Avoiding the Mutual Fund Tax Trap

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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