Tag: SEC-registered

  • 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 Reserve. For the past year the Fed has made it clear that they intend to raise ...

  • 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 ...

  • 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 ...

  • 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 ...

  • December 11, 2012

    First-Time Home Buyers Missing Out on Housing Recovery

    By David Francis, US News & World Report's US News & World Report | December 10, 2012   Tougher lending standards squeeze out potential borrowers As the housing market continues to show improved signs of strength, many first-time home buyers are failing to benefit from the broader recovery. The Campbell/Inside Mortgage Finance HousingPulse Tracking Survey, ...

  • December 10, 2012

    Refinancing near retirement can be smart

    By Amy Hoak, MarketWatch Marketwatch | December 10, 2012   CHICAGO (MarketWatch)—Tempting low interest rates continue to make headlines, making refinancing your mortgage look attractive. But when retirement isn’t far off, the decision to refinance can get more complicated. After all, most pre-retirees are trying to reduce debt before their last day of ...

  • 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 ...

  • January 19, 2012

    Stocks edge higher on bank earnings, economic news

    By CNNMoney staff @CNNMoneyMarkets January 19, 2012: 12:16 PM ET

    u.s. stocks
    NEW YORK (CNNMoney) -- U.S. stocks advanced for a third straight session Thursday, as investors welcomed a slew of positive news on both the earnings and economic fronts. The Dow Jones industrial ...

  • January 5, 2012

    Taking Charge of Money and Investments in the New Year

    Princeton Patch

    Biltmore Capital offers wealth management and financial solutions for life. Taking charge of one’s financial situation ranks right up there with getting in shape as one of the top new year’s resolutions. Tyler Vernon’s goal is to give his clients ...

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