No one ever sets out to invest money and have it end up as a loss, but over time, most investors will end up with some winners and some losers. A strategy called tax-loss harvesting is a way to...
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U.S. stocks are cresting to all-time highs, almost daily. These are the times when investors look forward to opening their monthly statement. The anticipation is high, you open the envelope (or electronic statement) and wow, is that right? Shouldn’t...
Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of his investments. Concerned about his holding Super-short Duration Debentures mutual fund (ticker: SSDD), Charlemagne writes in to say ....
Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities available. This is especially important for clients in retirement – where risk management is paramount to investment return.
You want to know how much money your investment is generating, right? This knowledge can help you determine if the investment makes sense for you. That is, should you give it the boot, or hold it forever? To figure...
Different types of investment returns are taxed distinctly. Knowing how investment returns are taxed can help you better manage your investments. Short-Term Capital Gains For an explanation of short term capital gains, imagine Bob: Bob buys shares of Apple...