Blog Archives

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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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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The Right Context for Active Management

Actively managed portfolios are not a device of nefarious origin. And neither is it a “dead exercise” as the vox populi has declared. Nevertheless, to be successful at active investing, there are some big time hurdles. Before we discuss these obstacles, let’s first clarify the term “active investor.”

An “active investor”

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Posted in Asset Allocation, diversification, Financial Planning, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Portfolio Talk, U.S. Stock Market, Volatility VIX, Yahoo Feed
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5 Building Blocks for Your Investment Portfolio

The difference between well-built and poorly designed buildings can be strikingly drastic.

Take for example, I.M. Pei, the Chinese-American architect, who is a legend in his profession and has won many prestigious awards, including the Pritzker Prize. Among all the illustrious structures he’s designed, the Rock and Roll Hall of Fame in Cleveland,

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Posted in Asset Allocation, Bonds, Commodities, Dividend Income, ETF, Financial Planning, Fox Feed, Global Real Estate, income, Inflation and Deflation, Interest Rates, NASDAQ Feed, Partner Feeds, risk, stocks, Taxes, U.S. Government Debt, Yahoo Feed
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How to Hedge in a Rising Market

Hedging, for some investors, sounds complicated. In reality, it’s not because it’s all about reducing investment risk. Who can’t understand that?

Sometimes stock prices go up, sometimes they go down. That’s how financial markets work. But over the past 8 years, stock prices have enjoyed consecutive yearly gains by making one all-time high after another.

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Posted in Asset Allocation, Cash and Money Market Funds, Financial Planning, Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, Sentiment Analysis, Volatility VIX, Yahoo Feed
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