Month: July 2016

  • 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...

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