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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…
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Dangerous Measures: The Fine Art of Calculating Returns
The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” Welcome to the math chapter. Okay, class, today we’re going to be discussing one of the most common activities for financial planners, namely, the calculation of investment returns. Accounting in some measurable way…
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Tech Stocks Are Soaring One Day, Plummeting the Next. Here’s How Investors Can Cope
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Evensky & Katz / Foldes
“If the recent volatility has you reaching for Tums, you’re doing it wrong,” says Brian Fischer, a financial advisor in Miami with Evensky & Katz. “It’s time to rethink your investment. You may want to reduce the size. Investing when your mind isn’t right leads to poor decision-making.”
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