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.
@Mark noted: "Ho-hum. I'm not sure we'll know anything until the end of the day if then."
While I don't plan to exit this planetary boundry just yet; I don't know there will be a satisfactory "fix" before it is time for me to "leave".
Catch
Tax deductions (itemized deductions) can and/or will be altered if one's mortgage interest deduction is large enough to "help" move one into the itemized deductions portion of a tax return. This deduction then allows one to gather all of the other s…
Hi @bee,
You noted: " Might the dividend be a distribution in a tax deferred or qualified account which would be a problem where you are younger than 59.5 ?"
Are you asking that if a dividend is taken from the sheltered account (IRA), then it beco…
Howdy @Mark
You mentioned, "rather than for your own account". I was thinking along the same lines regarding "minor" accounts that could be set with this site.
There could be the value of understanding investments into particular areas, that would …
Recall watching the Wintergreen funds for a period of time; but the returns still are blah during a go-go equity period. I don't find much to be impressed about, and the e.r. is a starting head scratcher for me, too.
Doesn't mean he wouldn't have s…
@JohnChisum
I wrote about the fantasy mileage tax to be lite-hearted for this topic area. I have not any plan to become involved in the virtue or otherwise, of some taxes. I plan to have a relaxing weekend.
Take care,
Catch
'Course, a best method for this is to make a company aware of your thoughts with any of this, or related. We have sent emails to companies when they do "strange" things. This is a method to let them know you are paying attention to their business pr…
Hi @JohnChisum
Also included in the vacation tax will be a "total miles" calculation. You are being alerted to this, so that you may plan accordingly for your next mainland vacation. :) :) :)
Take care in your part of the world.
Catch
Hi @Old_Joe
The "Bush" tax chart...........for me; the valid chart would to indicate percentages of taxation versus dollar values. What may be used to adjust taxable income varies a lot, eh? Just a thought from Michigan.
Take care,
Catch
@MJG
Twas not that I don't know how to do the ballpark math; as I do this all of the time for our portfolio. I was curious as to Old_Skeets number and what brought him to this conclusion.
Easy case for what Ted mentioned would be to pick 5 balance…
Hi @Ted
Am I to believe that with your statement, "lost $70,000 yesterday !" ;indicates that you sold portions of your portfolio, for a loss? I will presume, that with your knowledge; your portfolio was down this amount; but not a loss.
Our portfol…
Hi @JohnChisum
Mr. G was just saying............
http://www.businessinsider.com/r-doublelines-gundlach-says-purchased-lots-of-treasuries-ginnie-maes-on-friday-2015-6
Hi @JohnChisum
You feel the big money will buy the dips here and there?
I truly do not choose to find any extended madness....... credit markets, etc.
Although the situation has run far too long; and I suspect in part because their are still th…
Hi @LewisBraham
I will do this re-do from my post a day or so back.....
If there is a view of any or some of this come Monday to the negative, then those who have watched their investment grade bonds ,bite the big one, so far this year; will find…
Hi @msf
As always, I am pleased to find your thoughts for all topics here; which you choose to add your common sense and wisdom of discovery.
Relative to the GATT legislation, I found this to be a most disgusting circumstance; as the vote was dur…
This whole show with and against Greece has many factors in play, eh?
---embarrassment by and from the ECB/EU/IMF and probably many other players.
but, Greece among other EU countries was allowed to violate policies that were in place regarding the…
If there is a view of any or some of this come Monday to the negative, then those who have watched their investment grade bonds ,bite the big one, so far this year; will find an improvement in pricing.........being the likes of IEF, TLT, TIP, LQD an…
Hi @Ted
You may be correct to a point; but the big money talks in many circumstances involving such issues and these money movements can and do affect other investments.
This ongoing issue with Greece and its debt has bothered markets over the past…
Hi @scott
Thank you. Ramifications will continue, and some will be investible.
You're already busy with investigations of your desire. I will only add that
you may choose to find time to review N.A.F.T.A, G.A.T.T and W.T.O. which
had birth during …
First linked at MFO in Oct. 2013, and cited/linked by bee a few times inside of threads, including recent posts.
However, surely this video will be new for many; and is worthy of its own subject line.
Regards,
Catch
Hi @Dex and @hank
Dex, you noted: "Cash flow ... think about it. It isn't sexy but it is overlooked and needed for financial longevity"
>>>I will presume, because of the nature of this web site; that cash in an investment portfolio would a…
Hi @bee
The article, although from March, 2010; covers points about cash holdings that can apply to one's considerations today.
The writer separates cash held as emergency savings, etc.; and cash as part of an investment portfolio.
Cash as person…
Hi @PRESSmUP
From your article link: "My timing might not be perfect on my rebalancing, but timing the market is not the point. You’ll never get a surefire signal that now is the time to switch from one market to the next. That’s why is makes sense…
Hi @Junkster
I looked through the charts/graphs in Ted's linked article.
If I were to "bite" into these, I would want/use a version of these that maintains a survivourship / beneficiary for the monies. I am not willing to gamble upon my death dat…
Per the story linked by @Sven ..............
"Privately, U.S. officials said the Chinese government was behind the breach. The administration has not publicly pointed a finger at Beijing."
>>>So, just SHHHHHH !!! , eh?
And if the breach b…
Don't know about that M3 thing..................
Federal Reserve Notice M3 data reporting
Guessing there is something else........related to M3
Best data for us is still the trend of "our" money(s)/particular investment.
You asked: "And are there any other such funds?" I can't answer this. The following relates to FRIFX.
This fund will remain in this status as it is the only real estate fund that I am aware of that is about 50% each in equity and bond holdings. T…
Can't comment about another person's nightmares; don't know "Limoman" or their writings/thoughts (except this recent post, which is not much related to Raymond James), but I don't understand the malice towards CathyG.
Trying to think of a subject o…
Hi @Accipiter
About 1 invitation per month is my average. I always run a FINRA check on these folks. Most have a clean record, but the last one had a legal action against him......can't recall now; but whomever filed the complaint for "the reason" …
