capital gain

Tax Loss Harvesting Your Portfolio For The WinTax Loss Harvesting Your Portfolio For The Win

Tax Loss Harvesting Your Portfolio For The Win

No one ever sets out to invest money and have it end up as a loss, but over time, most…

3 years ago
Statement Shock-Perception RiskStatement Shock-Perception Risk

Statement Shock-Perception Risk

U.S. stocks are cresting to all-time highs, almost daily.  These are the times when investors look forward to opening their…

8 years ago
Why did my Mutual Fund Crash and Burn?Why did my Mutual Fund Crash and Burn?

Why did my Mutual Fund Crash and Burn?

Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of…

10 years ago
Caution: Robo-Advisor AheadCaution: Robo-Advisor Ahead

Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities…

10 years ago
Don’t Lose Sight of the Big Picture: Total Return InvestingDon’t Lose Sight of the Big Picture: Total Return Investing

Don’t Lose Sight of the Big Picture: Total Return Investing

You want to know how much money your investment is generating, right? This knowledge can help you determine if the…

11 years ago
Taxes on Five Types of Investment IncomeTaxes on Five Types of Investment Income

Taxes on Five Types of Investment Income

Different types of investment returns are taxed distinctly. Knowing how investment returns are taxed can help you better manage your…

11 years ago