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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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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3 Risks that Could Derail Your Retirement Plan

Funding your retirement is a big financial obligation that no one can escape. How big? While other expenses like paying for college education or a home are also large, they aren’t necessarily in the same league. Why? Because buying a home or paying for a family member’s education isn’t something we necessarily have to do.

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Posted in Financial Planning, Fox Feed, Investor Behavior & Psychology, Partner Feeds, Portfolio Management, Retirement Planning, risk, saving, Taxes, U.S. Government Debt, Uncategorized, Yahoo Feed
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A $1.3 Million Portfolio Report Card for JPG in Maryland

What are the hallmarks of a well-built and financially sound investment portfolio?

For some, it’s simply owning the top performing stocks or mutual funds (Nasdaq:AMCPX). For others, it’s owning the funds or ETFs (NYSEARCA:SCHB) with the lowest cost. And yet for many others, their definition of a well-built investment portfolio is to own whatever securities popular investing gurus like Warren Buffett or Ray Dalio owns.

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Posted in Asset Allocation, Bonds, Fox Feed, Mutual Funds, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, Taxes, U.S. Real Estate, U.S. Stock Market, Yahoo Feed
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This Multi-Trillion Dollar Freight Train is Due for Arrival

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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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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