Biltmore Capitol

<h2>Investment Taxation Uncertainty</h2>

Investment Taxation Uncertainty

by Donald R Chambers President Trump has proposed numerous tax changes that could affect investment income and investment decisions Proposed tax changes that relate directly to investment income taxation include elimination of the estate tax, elimination of the 38% Obamacare tax on investment ...

<h2>Part 7: Market Timing and Putting it all Together</h2>

Part 7: Market Timing and Putting it all Together

Part 6 discussed four common types of investors whose strategies varied from betting on price trending, to betting on price reverting This part tries to develop conclusions regarding these complex issues and which strategies might be appropriate First, asset allocation is not simply about selecting ...

<h2>Part 6: Market Timing and Four Types of Investors</h2>

Part 6: Market Timing and Four Types of Investors

Part 5 of this series implies a scary conclusion: investors as a group, and buy-and-hold investors in particular, will tend to have their highest percentage allocation to equities when the equity market is topping out and their lowest allocations to equities when the equity market is bottoming out ...

<h2>Part 5: Market Timing and Market Equilibrium</h2>

Part 5: Market Timing and Market Equilibrium

Part 4 discusses the effects of rebalancing in various markets but does not provide insight that can help an investor evaluate the different portfolio risk-management approaches This part takes a look at the concept of market equilibrium and the way that investor portfolios as a whole must change ...

<h2>Part 4: Market Timing – Portfolio Rebalancing as Market Timing</h2>

Part 4: Market Timing – Portfolio Rebalancing as Market Timing

In Part 3, portfolio rebalancing was discussed as a method of keeping a portfolio’s risk stable – and presumably matched to an investor’s stable tolerance of risk For example, an investor targeting a moderate level of risk might rebalance the equity exposure of a portfolio based on how much ...