Your Biggest Investment Enemy - The Payroll Tax
Saturday January 31, 2009
Many investors mistakenly (and understandably) believe that their biggest enemy is the capital gains tax. They are wrong. The single biggest threat for those who want to move from the ... Read More
How Mutual Funds Can Cause Big Tax Payments In Bear Markets
Friday January 30, 2009
Many investors that hold mutual funds outside of a tax-advantaged account such a 401(k) or Roth IRA are going to receive a rude awakening when their broker sends them their ... Read More
Investment Tax Deductions You May Have Overlooked
Wednesday January 28, 2009
There are a number of investment tax deductions the investor might overlook when calculating year-end investment returns. This simple guide is designed to help you discover some of the investing ... Read More
S&P 500 Return Calculations by Year
Monday January 26, 2009
I understand that the losses over the past year has been hard. To be fair, my personal temperament and psychology are such that price fluctuations have nearly zero influence ... Read More
How Mortgage Modification Could Affect Your Portfolio
Sunday January 25, 2009
One of the fights that you’re likely to see in Congress soon is the debate over mortgage modifications. Under the current law, judges do not even have the right to ... Read More
Watch Out for the Dividend Trap
Monday January 19, 2009
Right now, a glance across the stock tables shows companies trading at 3-4x earnings with nearly 10% dividend yields – or more than twice the funding cost of a 30-year ... Read More
I Just Read a Report ...
Friday January 16, 2009
This morning, I was going through some economic research and came across a report that estimates roughly 10% of American homeowners are behind by at least one house payment. ... Read More
How to Increase Profits at a Business
Tuesday January 13, 2009
Lately, I've heard people talking about how difficult business is and the problems one faces when building a company or selecting a stock. I want you to remember to focus ... Read More
The Six Different Asset Types
Monday January 12, 2009
All assets, whether a gold nugget or a bottle of cologne, can and should be compared to others when making purchasing or investing decisions. In the past, I've used some ... Read More
The Unemployment Numbers Were Not So Good ...
Friday January 9, 2009
Wall Street is falling today because unemployment was higher than expected at 7.2%. That's a substantial number compared to what we're used to these past few decades but nothing ... Read More
Free Suze Orman Book - Limited Time Only
Thursday January 8, 2009
You can download Suze Orman's new book for free from Oprah Winfrey - but only until January 15, 2009! It explains how the credit crisis happened, what you should ... Read More
Off to Do Some Research - Be Back Soon
Tuesday January 6, 2009
I'm spending the next few days researching the changes in retirement contribution rules, tax regulations, and more so I can update the content on the site long before April 15th ... Read More
Some Companies Selling At or Near Cash
Saturday January 3, 2009
I never thought I'd get to see it in my lifetime, but there are some companies that are trading at or below the cash they have in the bank. ... Read More
What a Way to Start the New Year!
Thursday January 1, 2009
In the article How to Utilize the Berkshire Hathaway Model in Your Own Life, I explained that one of the most important keys to financial and investing success was to ... Read More

