Donate appreciated stocks or mutual funds to favorite charity Must have held for at least one year Make bequests during your lifetime Give up to $14,000 per person to as many people as you like without filing a gift-tax return Max out 401(k) plan Watch the related WEALTHTRACK episode.
ACTION POINT
BE A PATIENT INVESTOR
BE A PATIENT INVESTOR Time is on your side Don’t be afraid to wait for better opportunities and prices Watch the related WEALTHTRACK episode.
READ JOEL GREENBLATT’S THE LITTLE BOOK THAT STILL BEATS THE MARKET
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TAKE A LOOK AT MUNICIPAL BONDS
YIELDS ON HIGH-YIELD MUNICIPAL BONDS WERE SIGNIFICANTLY ABOVE THOSE ON IRAQI GOVERNMENT DEBT PERCEPTION OF RISK IN THE MUNI MARKET DOES NOT REFLECT REALITY FEDERAL INCOME TAXES HIGHER THAN THEY HAVE BEEN SINCE BEFORE REAGAN PRESIDENCY YIELD LEVELS ON TAX FREE MUNIS VERY ATTRACTIVE, ESPECIALLY COMPARED TO OTHER TYPES OF BONDS Watch the […]
Read The Paper ‘The American Corporation’
Read The Paper ‘The American Corporation’ Download it here. [.pdf] Watch the related WEALTHTRACK episode.
IT’S TIME TO LOOK AT U.S. TREASURIES AGAIN
POSITIVE TRENDS FOR U.S. TREASURIES Global interest rates are staying lower longer than most forecasters predicted Other major economies are slowing Other central banks are easing Global geopolitical tensions are rising U.S. Treasuries are investors’ choice for safety and liquidity Watch the related WEALTHTRACK episode.