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A Great Stock and a Great Investment May Not Be the Same
“That’s a great stock; I think I’ll take a big position in my portfolio.” That’s how all too many investors make their investment decisions. Mistake, big mistake. Randi: Hello, Harold. Harold Evensky: Hi, Randi. What’s new in the accounting world? R: Don’t ask. It seems like every time Congress passes a law simplifying the tax…
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Retirement Plan Solutions & Opportunities: Company Stocks
For many people, 2020 has meant leaving a job. Perhaps that job has disappeared or perhaps you are taking early retirement. This may mean you are receiving distributions from your employer retirement plan. For many people, a rollover to an IRA will be a smart decision. However, don’t assume that it is always the way…
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Capital Gains Tax Brackets: More Complicated Than You Think
Your Tax Bracket is a Product of Economics and Personal Finance For a long time, capital gain taxes were pretty straightforward. If you purchased property for investment and held it for more than a year, the government taxed any gain at a lower rate than they would ordinary income. In recent years, however, changes to the tax…
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The Titanic: The Future Ain’t What it Used to Be
We’ve seen the warning on every investment site, in every prospectus, in every description of every mutual fund ever peddled: “Past performance is not indicative of future returns.” So it amazes me how many investors base their expectations for future investment returns on past market returns. Some base it on long-term historical returns because a…
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Irrational Investing: You’re Not the only One Who’s Nuts
Good news! You’re not irrational, you’re human. I just came from one of the most exciting lectures I’ve ever attended. That shouldn’t be a big surprise, because Danny Kahneman, the speaker, is a Nobel Laureate. Professor Kahneman received the Nobel Prize in economics for what has become known as Behavioral Economics. Basically, his studies brought…
