Investing Strategies

When I sit down with people for the first time, one out of three usually asks if they are saving enough money. I love when they ask me this question. Why? Because it’s really the first step many people take towards proper financial planning. I say this for one simple reason. In order to know [...]

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A few clients called recently and asked why they had to pay tax on the mutual funds they own even if they didn’t sell them.  I figured you might be interested in the explanation too.  Taxes and mutual funds seems tricky. But in reality, the way mutual funds are taxed is actually very straight forward. [...]

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More and more people I meet inherit money from other people. That’s because the people who came before us were very good at saving and investing. From a financial perspective, it’s a good problem to have of course. But it isn’t all chocolate and strawberries. In fact, receiving an inheritance often comes with its own [...]

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High-frequency trading (HFT) is a technique used by certain brokerage firms to get in and out of a stock in a fraction of a second. Main stream media is landing on this like flies to what my dog Max leaves behind and I have to clean up. Is HFT really something to worry about or [...]

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You might find investment statements difficult to understand. If so, it’s not your fault. Many investment companies obfuscate your investment statements on purpose. They find it convenient to keep you in the dark. From their standpoint, the less you know about your investment performance the better. The last thing they want is for you to [...]

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If you own Google shares your world is going to rock next week. That’s because “BIG G” is going to distribute a new class of shares to all existing shareholders.  That’s going to have a huge impact on share prices in the short-run.  Should you sell before it’s too late? Should you buy?  We’ll talk about [...]

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