Insights & News

  • August 23, 2016

    Economic Policy Risk and Financial Markets

    Much is being said about the potential effects of the U.S. Presidential election this fall. Concerns abound about the potentially devastating effects of “higher taxes and bigger government” if Clinton wins or “trade wars”...

  • August 16, 2016

    State Income Tax Savings

    State Income Tax Savings:  Investors who live in states with high state income tax rates may find retirement saving to be especially valuable if they retire to a state with little or no income...

  • August 9, 2016

    A Less-Known Federal Investment Income Tax Break

    A Less-Known Federal Investment Income Tax Break:  One of the least understood breaks on Federal taxation of investment income occurs when investors use Section 1256 contracts such as futures contracts for short-term trading. A...

  • August 2, 2016

    Federal Income Taxation of Municipal Bond Interest

    Federal Income Taxation of Municipal Bond Interest: Interest income on municipal bonds is not always free of Federal income taxation. There are three primary ways that municipal bond interest income is taxed at the...

  • stocktrading July 28, 2016

    Special Limited Time Offer: Free Trading For 12 Months For New Account Holders*

    Biltmore Capital has partnered with our custodian, one of the world’s largest brokerage firms, to offer unlimited free trading for one year on equity and ETF transactions.  This exclusive promotion is only available to new...

  • July 26, 2016

    Taxes on Investment Income and the 3.8% Tax Surcharge

    Marginal Federal Income Taxes on Investment Income and the 3.8% Tax Surcharge: As a result of legislation regarding ObamaCare, Federal income taxes now include a 3.8% surcharge on investment income for couples who earn...

  • July 19, 2016

    Taxes on Investment Income and Social Security

    Perhaps the most highly taxed US citizens are middle-income social security recipients. Consider a retired couple earning $32,000 per year before including investment income. For each dollar of investment income the couple is taxed...

  • July 12, 2016

    Market Volatility can be Predictable

    Market volatility, often measured as the standard deviation of stock market returns, varies from low levels during calm economic times to high levels during periods of great economic uncertainty or market distress. Volatility can...

  • July 5, 2016

    Optimal Diversification

    Diversification is one of the most important and reliable methods of enhancing risk-adjusted investment performance. Diversification occurs when assets with imperfectly correlated returns are combined into a portfolio. Diversification reduces risk and can do so...

  • June 28, 2016

    Tail Risk Matters

    Tail risk is the chance of extremely large losses. Systematic tail risk is the chance of extremely large portfolio losses due to large declines in one or more major financial markets, especially equity markets....

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