Tag: Investing

  • Short Term & Long Term Capital Gains Tax

    When it comes to taxes, it makes a big deal how long you’ve held your investments. If you’ve held your investments for over a year before selling, you are taxed at the long term capital gains tax. If you’ve held them for less than a year before selling, you’re taxed at the short term capital…

  • Don’t Use Tax Advantaged Investments in 401K, IRA

    Given the recent Supreme Court ruling that upheld the tax advantaged status of investments such as municipal bonds, you may be tempted to begin investing in these instruments. If you do, don’t invest in them through a 401K or an IRA (either Roth or Traditional). You want to take full advantage of their tax advantaged…

  • Rebalance Your Portfolio For Greater Gains

    Buy low sell high, that’s the mantra of Wall Street (actually, it’s probably “Buy low very often, sell high very often,” but I digress), and one that you can achieve every single time you rebalance your portfolio. Rebalancing your portfolio is a task that no one likes to do because it’s so mechanical, it’s so…

  • Investing in Wine, Art, Collectibles

    I always thought of investing in collectibles such as wine, scotch, or art, as something the fantastically wealthy did as they played polo on their front lawn and retired to their private libraries to smoke their fancy cigars. That got me thinking for a moment and wondering if investing in collectibles is something that the…

  • What Is A Self-Directed IRA?

    A self-directed IRA is a type of Traditional or Roth IRA in which you’re allowed to invest in things other than stocks, bonds, or mutual funds – such as investing directly in a hot new biotechnology or traditional technology startup. In fact, it’s the only way you’d be able to invest your IRA dollars into…