Investing

06 Jul 2017 Investing in the Rear-View Mirror

These days it’s easy to find out what mutual fund or index fund is doing good, performance wise. Providers like Morningstar and Lipper produce ratings for free, or at a nominal cost for more detailed information if you are an investor or potential investor....

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10 Apr 2017 Correction is Coming?

The correction is coming, the correction is coming. Do I sound like Paul Revere announcing the British? Well, yes, that’s my intention. Now I wrote this same introduction three years ago. Not much has changed. I am saying the same thing:...

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14 Mar 2017 Time to Give It Away

Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...

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