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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Portfolio Rebalancing: Should You Do It?

Everything in life that surrounds you requires maintenance. This includes your home, your automobile, the software application on your mobile device, and even your health.

Unfortunately, your job for maintaining stuff doesn’t stop there. Why? Because your investments – whether they are held in taxable accounts or tax-deferred retirement accounts like IRAs,

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Posted in Asset Allocation, Financial Planning, Fox Feed, investing, investment, Investor Behavior & Psychology, NASDAQ Feed, Partner Feeds, Portfolio Management, Retirement Planning, Volatility VIX, 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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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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Portfolio Report Card: A $294,439 Retirement Plan with a Tax Threat

Some of us got started late at saving and investing for retirement. And while the financial services industry enjoys browbeating people who lack discipline, got distracted or got into trouble and temporarily paused saving money, I think empathy is due when empathy is warranted.

This week’s Portfolio Report Card is for K.E.,

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Posted in Fox Feed, NASDAQ Feed, Partner Feeds, Portfolio Management, Portfolio Report Card, Retirement Planning, U.S. Stock Market, Uncategorized, Yahoo Feed
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