Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I'd have thought that tech companies would benefit a lot from the tax bill provisions. Some companies were paying way below 35% already, but I thought tech actually was up there.
Which mutual funds suffer disproportionately when tech suffers?
David
I guess the author of this WSJ article didn't have much time before his deadline -- it's brief and doesn't say much.
I think Morningstar had more information recently, comparing donor-advised funds from different investment firms. Their focus was …
Thanks, Ted and Bee and msf, for the link and the info.
It seems to me that having the step-up in basis at death is important for two reasons:
(1) the heirs don't owe tax on the the appreciated gain (duh)
(2) the heirs don't have the huge hassle an…
Two points.
Vanguard might actually pay you some incentive to move assets from other firms.
Dividend reinvestment might not count as a "trade" at Vanguard; it doesn't at Fidelity.
Even worse than the list of states is the list of countries, presented in alphabetical order, with USA at or near the bottom. My mouse or finger controls often slip off the list before I make it all the way to the bottom. Then I'm very careful the s…
A couple of points:
(1) the excess Medicare premiums (i.e. taxes) are based on your Adjusted Gross Income a year previous. The penalties apply to Part B and Part D, for husband and wife. Can be stiff. So anything you can do to reduce that line on Fo…
If the cash from ML is that much of an incentive, talk to Fidelity. They'll probably give you cash or some free trades to stay (speaking from experience).
There's the tax advantage of a 529 fund -- the gains are not taxed (as long as the withdrawals are used for college education).
I opened an account for each grandchild -- two of them with T Rowe Price (Alaska state plan) and three with Nebraska stat…
Every candidate mentioned has had a good bit written about them.
Is it possible that there are some very good investors out there that very people know about?
Of course, if one were very good (and had a track record to prove it), there is that tem…
Nice. How is it possible to move his hands that way, seemingly independently! Thanks for posting.
Michael Jackson's "Billie Jean" is the first music video I remember seeing. Eventually MTV evolved away from music videos; different business model, I…
Some state 529 plans allow you to pick your own funds (from a collection they offer), while some only offer the age-based packages. I have some of each (five grandchildren) and I've done better where I can choose.
Much of the impetus driving markets and the economy is psychological – how good or bad do people – investors, consumers, entrepreneurs – feel about life, their situations and the future. For the past eight years, the Republicans (the Party of NO) ha…
