Tax Strategies

What Should Investors Expect In 2019

What Should Investors Expect In 2019

With our current political climate, the EU punishing Britain for Brexit, tariffs, trade wars, the Fed raising rates, record government deficits and whatever hysteria the media can create – the crystal ball is full of clutter. How should investors approach 2019? We’ve assembled a terrific group of highly regarded experts with excellent track records. Readers […]

Stop loss panic button with over black background, finance concept

Should You Use Stop Losses in This Market?

The market is bouncing up and down like Marqeus Haynes dribbled a basketball. Are stop losses necessary? Investors are edgy. Money and Markets reports – “Alarming Survey: Record Number of Fund Managers More Bearish than 08 Crisis”. “…. Bank of America’s monthly survey…is warning investors to take caution and heed the market’s warning signs. …investors managing about $646 billion […]

3 High-Yield Stocks That Lower Your Taxes

3 High-Yield Stocks That Lower Your Taxes

More than a few subscriber questions cross my desk about the return-of-capital (ROC) dividend reports sent out by brokerage firms. The term return-of-capital sounds like something that is not a benefit to you as an investor. The reality is there are nuances to this income classification, and in the right circumstances, ROC income is very […]