Tag: NJ money manager

  • 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 contributions are not generally taxable. But this discussion focuses on the vast majority of retirement plans ...

  • 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 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 ALLOCATE ASSETS PRUDENTLY

    Asset allocation is the process by which an investor selects asset classes and decides how much to invest in each class such as domestic equities, international equities, real estate, taxable bonds, municipal bonds, money market securities. On the other hand, security selection is the process of choosing which securities to ...

  • 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 ...

  • August 1, 2013

    Why Even Rich People Are Having Trouble Getting a Mortgage

    Home prices are rising, but even the well-off are facing obstacles from tight-fisted banks

    By: Richard Satran

    US News & World Report’s | August 1, 2013

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  • July 25, 2013

    Housing stocks fall, Facebook jumps on Wall Street

    MATTHEW CRAFT / AP Business Writer The Associated Press | July 25, 2013

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      NEW YORK (AP) — Disappointing results from PulteGroup, D.R. Horton and other home builders left major stock indexes with only tiny gains in afternoon ...

  • November 27, 2012

    To buy or re-fi: Is now the time?

    by Kathryn Tuggle, Personal Finance Editor Dimespring | November 21, 2012   Interest rates may be at record lows, but that doesn’t mean you should pull the trigger on a major purchase before you’re ready. Whether you’re looking to buy a home or refinance the one you’ve got, it’s always best to put ...

  • September 20, 2012

    Brawling Politicians: Bad for Your Portfolio?

    By Richard Satran           September 7, 2012 The love fest of the political convention season ended almost as soon as it began, when the first prime-time speaker, House Speaker John Boehner, set a Republican agenda that "starts with throwing out the politician who doesn't get it, and electing a new president ...

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