Tag: princeton financial advisors

  • 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 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 potential advantage to using Section 1256 contracts is that net gains from trading are taxed 60% ...

  • 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 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 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. Recent advances in finance research are revealing the importance of tail risk in pricing assets and ...

  • June 13, 2016

    THE ABCs of ALTERNATIVE INVESTMENTS

    What is an alternative investment? There are many ways this question can be answered. Alternative investments are often described as any investment that is not a traditional investment such as a stock or a bond. Alternative investments are usually defined as an investment that produces

  • June 13, 2016

    THE ABCs OF CLOSED END MUTUAL FUNDS

    Most investors are familiar with open end mutual funds because these are the common type of mutual funds that have been offered for decades by major investment companies. Few investors are familiar with a less common type of mutual fund: a closed end mutual fund. Closed end funds are worth ...

  • 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 ...

Archive

Tags

1256 contracts, 2010, 401K, adp report, Advisors, Alexandra Twin, alternative investments, annuity, asset classes, asset management, Associated Press, away, banks, Barrons Top 100, BCA, BCA. Biltmore Capital, Ben Bernanke, Best Week, Biltmore, Biltmore Capital, Biltmore Capital Advisors, bond market, Brand, Brand Recognition, Business, Call, CFP Princeton, changes in market price, Chief Investment Officer, closed end funds, CNBC, CNBC Halftime Report, CNN, CNN Money, CNNMoney, CNNMoney.com, collar stock, college grads, Consumer Confidence Report, correlations, Covered, Covered Call Options, credit ratings, customized investment strategies, Dean, donald chambers, Dow Jones, dr don chambers, drop, Early, easy trading, economic policy, economy, Edge, efficiency, election, end, equilibrium, equity trading, etf, etf trading, ETFs, euro, Europe, Europe debt, European debt crisis, family office approach, federal income tax, federal investment income tax, Financial, financial advisor, financial crises, financial distress, financial management, financial security, financial strategies, Ford, Fox, Fox Business, fund manager, futures contracts, Gains, General Motors, Global, global market, Global stocks, groupon, halftime report, Herbert Lash, high income tax, Home Sales, housing market, IDEAS, income tax, income taxes, initial public offering, Instant View, investment income, investment strategies, Investors, IPOs, IRA, Jilian Mincer, Jonathan Cheng, KANA INAGAKI, key, large losses, long risk exposure, Los Angeles Times, make money, making investment money, making money last, Manufacture, Manufacturing, Market, market news, market price, market volatility, Markets, marketwatch, MICHELE MAATOUK, Mike Miliard, Molly Vernon, money, Money Manager, money managers, municipal bond interest, municipal bonds, nassau club, New Jersey Advisors, New York Times, NJ, NJ advisors, NJ financial advisors, NJ money manager, NJ wealth advisor, NJ Wealth Advisors, obamacare, oil slide, Options, options strategies, Outlook, outperformance, Pending, personal financial services, personal risk analysis, Play, portfolio manager, Potfolio Manager, Princeton, Princeton Advisors, Princeton asset management, princeton financial advisors, Princeton Money Managers, Princeton wealth advisor, private wealth management, rally, recession, Recognition, registered investment advisor, Registered Investment Advisory Firm, retirement, retirement strategy, return, returns, Reuters, reward, RIA, RIA Princeton, Risk, risk exposure, riskier, rmd, safer, saving taxes, savings, SEC-registered, Seeking Alpha, short risk exposure, Shudder, signals, skype, social security, social security benefits rules, star ledger, state income tax, Stephen Bernard, Stock, stock market, stock market returns, stock market winners, stock option strategies, stock price, stock prices, stock research, stock strategy, Stock Volatility, Stocks, structured notes, Stuart Day School, swine flu, tail risk, Tax Advantaged Investments, tax savings, tax strategy, taxes, taxes for social security, taxes on investment income, The Dean, The Wall Street Journal, Thomson, Thomson Reuters, Tick, Tim Ralph, Timothy Ralph, Today, Tony Roth, Trading, tricks, Tyler, tyler vernon, U.S., U.S. dollar gains, U.S. Stock, unemployment, USA, USA Today, VIX, volatility, Wall Street, wealth management, wealth manager, wells fargo, world market, worth, Yahoo, Yahoo Financial,