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 […]

Make 150% When The Markets Calm Down

Make 150% When The Markets Calm Down

Well this past week has certainly been interesting.  After a pretty terrible week for stocks, the Dow Jones Industrial Average is now down 5% for the year and the S&P 500 is down about 3%.  This certainly isn’t the year most investors expected, especially after the market reacted so positively to the reduction in corporate […]

The Tax Cut May Not Deliver All Its Promises

The Tax Cut May Not Deliver All Its Promises

A basic truth in life is that, if it sounds too good to be true, it usually isn’t all it’s cracked up to be. The same applies to investing. You have probably heard how great the tax cut will be for companies across the board. Well, ‘warts’ are already appearing on the tax cut front. […]

3 Stocks to Sell Under Trump’s New Tax Law

3 Stocks to Sell Under Trump’s New Tax Law

It seems like most U.S. financial media cannot quit gushing about the new tax laws. The coverage is universally positive – I’m waiting to hear that the tax cut will cure the common cold. However, the media ignores the fact that some companies will end up paying higher tax bills. All thanks to the provision […]