Personal Finance

RESOLVE TO BE A MORE EFFECTIVE GIVER THIS YEAR

January 4, 2013

Combine head and heart

Get to know:

  • organization
  • leadership
  • programs

Ask for:

  •  Strategic plan
  • Annual reports
  • 990 IRS form

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IDENTIFY SOME TAX AVOIDANCE STRATEGIES TO BOOST YOUR INVESTMENT RETURNS

December 14, 2012

Tax avoidance strategies include:

  • Re-visit municipal bonds
  • Put higher tax investments in tax deferred accounts
  • Emphasize tax efficient strategies including: index funds, ETFs, and individual stocks

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CHECK OUT THE IMPACT COSTS ARE HAVING ON YOUR PORTFOLIO

December 7, 2012

Use Vanguard’s “The Truth About Costs” tool on their website –  you can see the returns lost and the returns kept over different periods of time depending upon the expense ratio paid and the average annual return you are expecting.

 

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VOTE!

November 2, 2012

vote

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MINIMIZE INVESTMENT FEES

August 10, 2012
  • Seek passive management
  • Look at ETFs and index funds

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