Under the Hood: The History and Structure of ETFs
Not all exchange traded products, especially ETFs, are created equal. Part 1 of what you and your clients need to know about ETPs.
Taxes and Appreciated Securities: When Should You Sell?
The guiding principle: determine how much an appreciated stock’s price would need to decline to equal the loss incurred from paying the tax.
Tax Planning: How Your Clients Can Deduct Your Fees
A look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.
Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
Under the Hood: The US Fractional Reserve Banking System
The history of money, how it's valued and how leveraging bank deposits creates additional capital.
Why I’m Excited About My Newest Tech Purchase
With an eMoney subscription, I’ll be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.
Under the Hood: What You Need to Know About Bond Duration and Convexity
Both the duration and convexity of fixed income instruments are highly relevant for an investor, especially when interest rates begin to ascend.
Finding Investing Alpha by Selective Stock Picking
Why I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.