Investors sometimes try to use fancy footwork to lower their capital gains tax bill. One of the ways the IRS stops this is through the wash sale rule. Discover ... Read More

A reader recently wrote me asking about the difference between a tax-free spin off and a sale of division or subsidiary. “What’s the difference and which is better for me ... Read More

Did you know that a $125 stock may be cheaper than a $10 stock? One of the keys to successful value investing is understanding the relationship between price and earnings ... Read More

Mortgage backed securities are fixed income-type investments representing the right to receive payments on originated mortgages. Who issues these securities and for whom are they appropriate investments? Discover ... Read More

This past year, corporations had record amounts of cash on the balance sheets, leading to increased dividend payouts and share repurchases. How can an investor objectively determine if a ... Read More