Capital Gains vs. Dividends: 10 Takeaways
In 2008, one-third of investors over 65 had reportable capital gains, and 40% of investors between the ages of 45 and 65 had reportable...
Up 5,000% in 10 Years
Do you dream of buying shares of the next Microsoft before they take off? How about the next Apple? Apple shares are up 4,200%...
Retirement Isn’t What You Expect
You don’t want to face a retirement in which you are forced into lowering your living standards. Yet that is exactly what the majority...
Fidelity Still the Best
You should browse Fidelity.com when you have some free time between Christmas and New Year’s. You’ll have an enjoyable experience. That’s because few, if...
It’s a Shame You Don’t Make More Money
Yes, you may feel it’s a shame you don’t make more money. But you don’t want to make the mistake of being more aggressive...
The Takeaway from Buffett’s Decision to hire Todd A. Combs
This week, Berkshire Hathaway announced that Todd A. Combs would be joining Berkshire as an investment manager and likely successor to Warren Buffett in...
A Steaming Stew of Toxic Bonds
With short-term interest rates pinned near zero and long rates moving downward on the prospect of more Fed money printing, conservative investors and savers...
You, Me and WB: Warren Buffett’s Most Important Advice
Becky and I refinanced our house this week, locking in a 15-year rate. This should be great news, since we will be paying less...
Which Portfolio Would You Rather Own?
Given a choice, most investors would rather own the portfolio represented by the blue line in my chart. But in reality, many own something...
An Investment Strategy Guaranteed to Win
In investing there is only one variable that an investor can control, and that is cost. Cost is vital to your long-term investment success....