Which Investments are Best for Your IRA?

Posted on August 15, 2005

August 2005 Which Investments are Best for Your IRA? The latest tax law change has reduced the long-term capital gains tax and the tax on qualifying dividends to 15%. However, interest income, nonqualified dividends, and short-term capital gains will still be considered ordinary income and therefore taxed as high as 35%. In light of these changes, you may want to reevaluate which of your investments should

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Noise vs Information (Feb05)

Posted on February 15, 2005

Noise vs. Information I have good news! No, I did not save a lot of money on my car insurance (actually I shopped those folks a few years back, and found that I am in good hands where I am). The good news is that I have just completed the biggest upgrade to my Adaptive Strategies software since I wrote it over six years

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IRA beneficiaries. Tax Credits. Long Term Care.

Posted on September 23, 2004

IRA beneficiaries. Tax Credits. Long Term Care. 12/22/2005 I recently met with a new client who I’ll call Charles. He brought in files for nine IRAs that he had accumulated over the past 20 years. He wanted me to review and consolidate them into one, easily manageable account. As I went through the files, I discovered that several accounts had different beneficiaries. Three named an

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Lessons in Economics

Posted on February 3, 2004

Me Thinks They Cheerlead Too Much The stock market has continued to climb for quite a while now. We really have not had a meaningful drop in the market in about 10 months and we are looking a little overdue for one. The market has obviously been boosted by the way Washington and Wall Street are trotting out various spokesmen, from Treasury Secretary Snow to various

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Posted in Money Matters Newsletter economics lesson, federal reserve, inflation, market strategies, treasury secretary

Who May Get Hurt the Most?

Posted on August 10, 2003 by Will Hepburn

Who May Get Hurt the Most? A recent item about interest rates on the news really got to me. The reporter said something to the effect of “. . . and rising interest rates may hurt homeowners.” I can’t tell you how many news articles and statements by experts I disagree with after I really think about them. They often get things exactly backwards. This is

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