Corporate Tax Avoidance. The Precursor to Tax Reform?
You’re going to live longer, thus Tax has a greater impact on your life. Whether it be personally or through your investments. Tax Reform in the USA will also have an impact as well.
Bafflegab: Incomprehensible or Pretentious ‘Financial’ Language
Financial Literacy Month or Financial Confusion Month. Have you ever sat in front of an Advisor or a Teller and asked “What is that?” (or perhaps you should have asked that question but felt uncomfortable to do so).
Beating the Limbo Stick for Expected Earnings
How low can we forecast Earnings so that we can Beat Expectations?
4 Investing Styles: Dividend, Index, Growth and Value
Which Style are you? Or what is your Advisor’s Style? 4 Investing Styles: Dividend, Index, Growth and Value
Share BuyBacks? Good, Bad or Ugly? And for Whom?
Sustainable Strategy? Apple does it? Stock Buybacks funded by selling Bonds?
Yield: To Good To Be True? Possibly Return of Capital.
Yield of 8%? Via RoC, Return of Capital, Read the ‘fine-print’ as this is most likely ‘smart marketing to stupid people’ — see the Blog on Gerry’s Intellectual Property, item #11
Currency Risk: Emerging-markets debt ETF almost 2x in 2016
It’s hard to overstate the amount of money that has been rushing into the debt of developing nations.
USA Treasury Yields YoYo
Bond prices go up. Bond prices go down. Why the USA Treasury yields are changing might have to do with the Fed selling its holding of Treasuries.
C’Mon, Take the Bond Profits and Run
With just three months left in 2016, Vanguard & Wells Capital want to lock in profits for the year and they fear the relatively high valuations for investment-grade and junk debt from companies.
Risk & Reward of replacing Fixed Income with Common Stock
In your portfolio, be very careful, if/when replacing the Fixed Income component of your portfolio with Common Stock.
