Taxes and Your Portfolio
Taxes should be a primary and ongoing focus of every investor. Read this for ideas to minimize the effect of taxes on your portfolio.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
Taxes should be a primary and ongoing focus of every investor. Read this for ideas to minimize the effect of taxes on your portfolio.
Investing in life settlements, is it morbid? Of course. But that doesn't bother me. What bothered me was the way the investment was being sold. Here are some cautions before jumping in.
Ever thought of investing in biotech stocks? Think you as a physician have an edge over the pros? Here are the pros and cons of adding them to your portfolio.
Thought about investing in commodities or managed futures? Read this pro-con article on managed futures to see whether they are a could investment for your portfolio.
After studying the industry and learning the business from the inside out I discovered investing in manufactured housing is an opportunity in disguise. Read this to see why.
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Are the benefits of a pooled individual 401(k) worth the hassle and cost? Is Vanguard the place to find the perfect 401(k)? This post will help you make that decision.
An excellent book called The 5 Mistakes Every Investor Makes and How to Avoid Them has some of the best writing I have seen anywhere in a personal finance or investing book.
Some ways of expanding your Roth space come with significant costs, and some are a no-brainer. Find out which ones you should already be doing and which ones you ought to consider now and in the future.
Dual momentum involves combining the positive attributes of absolute and relative momentum. Should you incorporate momentum into your investing strategy? Read this review and find out.
A successful investor has a written, logical investing plan, not just a collection of investments. Here are 6 principles for successful portfolio design.
Syndicated real estate deals are generally structured to have a down payment of around 1/3, and last 5-7 years. This maximizes cash flow, protecting it from taxes by the depreciation while still taking advantage of leverage and spreading the transaction costs over multiple years.
There is overwhelming evidence showing that active management does not work. So when interviewing potential advisors, here is the first question you need to ask.
You can minimize portfolio taxes without compromising the essence of your investment strategy. Unlike most forms of income, the timing of taxation on capital transactions is largely up to the investor.
Some things matter more than others when it comes to investing. In my view, the following are the most important factors in reaching your investing goals.
There is no such thing as Portfolio Nirvana. My big beef with very conservative portfolios such as The All Weather Portfolio are that the expected returns are so low.
Medical school may not have taught you about money, but we will.
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