Capital Gains Tax Rates
Wednesday January 31, 2007
It's that time of year again. If you have brokerage accounts, mutual funds, or other investments, you've no doubt started to receive statements from your financial institutions detailing your ... Read More
To Beat the Market - Analyze it as a Stock!
Wednesday January 31, 2007
This is one of the best tricks I've used throughout my career that has allowed me to beat the market. After you've chosen a benchmark, such as the S&P ... Read More
Introduction to Stock Trading
Monday January 29, 2007
Once you've selected an investment you want to buy, how you buy it can have very real implications for your results. For those of you who don't know the ... Read More
Building a Portfolio with iShares
Saturday January 27, 2007
Created by Barclay’s Global Investors, iShares are exchange traded funds (ETFs) that combine the best features of stocks and mutual funds. iShares allows individual and corporate investors to begin an ... Read More
Understand How Your Portfolio Fits in with the Broader Economy a la Nobel Prize Winning Economist Milton Friedman
Saturday January 27, 2007
Several months ago, I wrote an article entitled Why Wal-Mart is Good for America (and Maybe Your Portfolio). The feedback was tremendous from both sides; some thanked me for ... Read More
Spend More Time Selecting a Dishwasher or Microwave than Planning for Your Future?
Wednesday January 24, 2007
Whether it's work, children, aging parents, health issues, getting your education, buying a home, or any other of the thousands of things that can take up your time and energy, ... Read More
To Gauge the Market’s Expectation for Inflation, Look at the Spread Between Treasuries and TIPs
Friday January 19, 2007
Money managers, economists, and investment analysts often attempt to estimate the future impact of inflation. One trick often used by these professionals is to examine the spread between the ... Read More
House Rolls Back Oil Company Tax Breaks and Subsidies
Thursday January 18, 2007
According to the Associated Press, the House of Representatives has passed a bill by a 264-163 vote that rolls back billions of dollars in subsidies to the oil companies and ... Read More
Did You Know You Can Use the Internet to Improve Your Portfolio? Seriously!
Monday January 15, 2007
A friend and I were sitting around talking about the implications for video sharing sites such as YouTube, Google Video, and others. Many of us probably think of these ... Read More
Enterprise Value - A Quick Explanation of an Important Concept
Thursday January 11, 2007
The Financial Times reported that in 2006, a record - literally hundreds of billions of dollars - of equities were de-listed from world wide stock exchanges as a result of ... Read More
Start the New Year Right - 10 Steps to Building a Complete Portfolio
Monday January 8, 2007
Long-time readers of the site may be familiar with our concept of "The Complete Portfolio" - a total wealth system that addresses your needs for emergency cash, future retirement needs, ... Read More
John Neff - Profile of a Successful Investor
Saturday January 6, 2007
Manager of the famed Vanguard Windsor Fund from 1964 to 1995, John Neff generated a compound annual growth rate for his investors of 14.8%, turning a $10,000 initial investment into ... Read More
Don't Know Where to Begin? Try Investment Research 101!
Wednesday January 3, 2007
Want to think about starting your own investment program but you don't have a clue where to start? Check out Investment Research 101 for basic definitions of important sources ... Read More
End of Year Capital Gains Taxes
Wednesday January 3, 2007
Have questions about the treatment of capital gains taxes based upon the length of time your investments were held? Don't worry; check out this handy reference for some help ... Read More
Equities Have Their Best Year Since 2003!
Monday January 1, 2007
According to The Financial Times, worldwide equity markets had their best year since 2003. Citing tremendous amounts of liquidity, a healthy appetite for risk, and rising corporate profits as ... Read More

