Category Archives: Taxes and fees
Passive power
People often refer to index-based investing as “passive” investing. Some view that label as a negative – as if that investment style is somehow weak, unsophisticated, or the refuge of the lazy. I disagree completely. And I’ll tell you why.
Posted in ETFs, Taxes and fees
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Capital preservation through growth
As we discussed last time, it’s just not realistic to hope to stay ahead of inflation’s slow but persistent drain without assuming some risk. For investors whose first goal is to preserve capital, a growth strategy is the appropriate response, … Continue reading
Fee war in your favor
Three exchange traded fund (ETF) sponsors – State Street, Vanguard, and BlackRock – control more than 80% of the massive ETF market. Each can claim advantages. State Street has the two biggest ETFs: SPY and GLD. BlackRock was first to … Continue reading
Posted in ETFs, Indexing/Passive Investing, Taxes and fees
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Social media investing – dive in or opt out?
Dollars are pouring into social media investing. Even Facebook’s botched IPO, aka “Faceplant” hasn’t stopped the inflow of money chasing the next big thing. Of course, there’s an ETF (exchange traded fund) for social investing, called SOCL, which has already … Continue reading
Posted in ETFs, Risk, Taxes and fees
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Government assistance: The spenders and the lenders
Any discussion about deficit spending can quickly turn into an animated finger pointing festival. We all know that the US spends more than comes in via tax revenue, but who’s spending it all? Who are the spenders and who are … Continue reading
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Keep what you make
No one likes to think about how much money goes to the taxman, but there’s no avoiding these thoughts at this time of year. There are many elaborate ways to reduce tax liabilities. Here’s one simple one that has worked … Continue reading
Posted in ETFs, Taxes and fees
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