Insights & News

  • November 30, 2016

    Two Danger Signs of a Trading System

    Many investors attempt to find their own successful trading system or a trading system offered by someone else that can consistently beat the market. Many will believe that they have discovered this “Holy Grail”....

  • November 18, 2016

    To Minimize Taxes Resist Trades that Feel Good

    One of the most wonderful feelings is selling a recently purchased asset that has risen in price. One of the worst feelings is selling a recently acquired asset that has fallen in price. So...

  • Graph-pic November 9, 2016

    Dealing With Market Surprises

    The last 24 hours has been a surprise to many waking up to news of a Donald Trump presidency.  Stock markets don’t like surprise, which was evidenced by the Dow Jones Futures plummeting almost...

  • October 31, 2016

    The Head Tax

    A type of tax that is rarely discussed anymore is the head tax. A head tax is a per-person tax that is fixed regardless of the person’s wealth, income or anything else. Head taxes...

  • October 24, 2016

    Always fight the Fed in the long-run

    While in the short run the Fed can be all-powerful, in the long run I believe the only thing the Fed can do is create damage. The damaged is cause by the increased uncertainty...

  • September 27, 2016

    Don’t ever, ever, ever fight the Fed in the short-run

    One of the best pieces of investment philosophy is “do not fight the Fed”. This means, do not put your portfolio in a position that will be harmed by the actions of the Federal...

  • September 20, 2016

    Strategies to Reduce Taxation of Retirement Withdrawals and Appreciated Assets

    Tax reduction can be a powerful investment strategy. Let’s review some strategies that taxpayers might use to get more out of their hard-earned savings. Passing IRAs to heirs in the form of inherited IRAs...

  • September 13, 2016

    When is a Dollar Worth Less than a Dollar?

    The answer is: when access to that dollar causes taxation. Examples include a regular retirement account or an appreciated asset. Withdrawals from some retirement accounts such as Roth accounts and IRAs funded with after-tax...

  • September 7, 2016

    When is a Dollar Worth More than a Dollar?

    The answer is: When that dollar is in account where is can be accumulated and/or accessed free of taxation. A Roth IRA provides both such Federal income tax benefits. The tax advantages of a...

  • August 30, 2016

    HOME COUNTRY BIAS

    Asset allocation is the most important driver of long term investment performance. One of the thorniest issues in asset allocation is the home country bias. The home country bias is the tendency of people...

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