Appreciating Assets Part 1: Stocks and Bonds
All assets are not equal. Some investments appreciate better on average than others.
All assets are not equal. Some investments appreciate better on average than others.
A shortage of people are buying real estate and we’ve passed a one-per-customer tax incentive law.
For charity to be a virtue, it must be freely given from your own resources.
A year ago when the markets were all setting new highs, people were asking what they should do with their retirement portfolio. I answered, “Rebalance.” Now that the market is setting new lows, I get the same question, and my response hasn’t changed.
A $360,000 investment can remove over $2 million from their taxable estate, savings $900,706 in estate taxes.
It used to be that becoming a millionaire was regarded as a huge achievement. In today’s dollars, however, it is fairly trivial. The new rich is over $5 million.
You can use both investment losses and investment gains to good tax advantage.
Use a 529 college savings account to save for college.
In order to make full use of these tax-saving tips, be sure to visit your tax professional before year’s end. Once January 1st rolls around, there’s little else you can do but pay up.
There are many things riskier than volatility.
Hedge claims are equivalent to “All of the coins I want to tell you about came up heads.”
There is an art to selecting the right investment vehicles for individual portfolios.
No matter what worthy organizations you support, you can give up to 15% more if you give them appreciated stock instead of cash.
October is a good time to review your portfolio for investments that can be sold for a loss.
I say, “Let the rich be rich!”
Let’s not change those things that made us successful in the first place: Maximum freedom for the individual.
Congress contributed greatly to the bubble through the distorted incentives created by the tax code.