Tag: asset management

  • June 5, 2017

    5 Questions With Tyler

    5-Questions-with-Tyler

    You’ve appeared on CNBC, Fox Business and Bloomberg an estimated 50 times, what’s it like to be a media darling ...

  • 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 might allow for lower income taxation if the heir withdraws the money at a lower income tax ...

  • 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 to invest much more heavily in the financial assets of their own nation rather than spreading ...

  • 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” if Trump wins. I think we have little to worry about. I believe that our only ...

  • 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 taxation on retirement income. For example, a worker placing $100 into a retirement plan may lower ...

  • 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 Federal level. First, the interest on some municipal bonds may be deemed as being taxable by ...

  • 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 more than $250,000 total. Thus, at these income levels qualified dividends and long-term capital gains are ...

  • 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 not only on the investment income but also an additional 50% on their social security income. ...

  • 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 be predicted even in an informationally efficient market. For example, a corporation’s stock should be expected ...

  • 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 without reducing expected returns. Three critical questions arise in trying to diversify optimally or ideally: how ...

  • June 13, 2016

    HOW TO SELECT A CLOSED END MUTUAL FUND

    In a previous article named “The ABCs of Closed End Mutual Funds” I discussed the basic differences between closed end funds and ordinary open end funds including the key concept that closed end funds can often be traded at market prices that are discounted from the fund’s NAV (net asset ...

  • June 13, 2016

    GETTING THE MOST OUT OF DIVERSIFICATION

    Diversification is one of the most important and reliable methods of enhancing risk-adjusted investment performance. But can we diversify in a way that gives our portfolios the best reductions in risk? In this article I discuss which securities to select and how to weight them. Diversification occurs when assets with imperfectly ...

  • June 7, 2016

    Rates v. Prices and Market Efficiency

    Informational market efficiency is the concept that financial values reflect available information. For example, a financial value is informationally efficient with respect to underlying fundamental information if that fundamental information (e.g., financial statements) cannot be used to generate improved risk-adjusted returns. Prices that are not informationally efficient offer investors the ...

  • May 31, 2016

    Random Walks and Market Efficiency

    A financial value is a random walk if its next change in value is not related to, predicted better with or explained by, any previous changes in value. If a financial value follows a random walk then the market for that value is informationally efficient (more precisely, weak-form efficient) with ...

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