MATTER OF TAX 2023
Understanding Capital Gains, new IRS Mileage Rates, and what the IRS will never do. Getting out of the market because of Taxes? Are you considering bailing out of stocks, thinking the capital gains tax structure [...]
SECTORS TO CONSIDER IN 2023
The beaten-down sectors from 2022 might be worth another look in 2023. In general terms, the bond market will rally when increases in the Consumer Price Index (inflation) are small and the bond market will [...]
DOGS OF THE DOW
The strategy that reminds us of the importance of dividends. Stock markets around the globe saw a difficult year, with fears of inflation, rising rates, and supply chain issues swirling around the economy and markets [...]
INVESTMENT RETURNS’ TAX IMPACT
Maximizing Investment Returns with Tax-Efficient Strategies. Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact [...]
INTEREST RATES & YOUR FINANCES
When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds. The rate is [...]
AVOIDING ASSET EUPHORIA
If it sounds too good to be true, then it probably is. Every single year, investors face stock markets with drastic ups and downs, making investors nervous about their volatility. That’s because markets have always [...]
2023: THE YEAR OF ROBO-ADVISORS?
Probably not, especially if the Robo-portfolio remains static vs. dynamic. Robo-advisors – computer-based investment services – claim to do a better job managing your money than the flesh-and-blood kind. They charge less: around 0.25% of [...]
Monkeys Throwing Darts
Results in the 12th and 1st months are just as significant as the other 10. Having a monkey throwing darts might work as well as using December or January data to predict the following year’s [...]