by libsyn | Sep 27, 2025 | Podcast
The year is ending, and so is the opportunity to make final tax moves for 2015. Before you do, beware of subtleties in the tax rules that bring both opportunities and pitfalls, says Laura Saunders writing for the Wall Street Journal. Today we do a round-up of late...
by libsyn | Sep 27, 2025 | Podcast
Hedged mutual funds built around managed futures have been appearing in many investors retirement accounts in recent years, but are they panning out? Fees can be extremely high and many of the funds have lost 20% to 30% with only a few winners.The Wall Street Journal...
by libsyn | Sep 27, 2025 | Podcast
Study after study shows that missing the best days of the market can cost you.Why? It turns out that almost all big stock market gains and drops are concentrated in just a few trading days each year. Missing only a few days can have a dramatic impact on returns....
by libsyn | Sep 27, 2025 | Podcast
Not long ago, the Canadian dollar was killing the U.S. dollar and our friends from the North were buying up Arizona real estate. We look at a Wall Street Journal report on how the tables have turned. The economy of Calgary, especially, has been hit by the oil bust,...
by libsyn | Sep 27, 2025 | Podcast
The break up of Met Life was a surprise to many investors and annuity holders. The Wall Street Journal has some background in a special report and some comparisons to AIG. Steve reviews 3 important points for consumers comparing annuities with a key mistake to avoid....
by libsyn | Sep 27, 2025 | Podcast
Once upon a time, dividend stock investing was the only way to invest in the stock market. Before the days of computers, automated trading systems, discount brokerages, and all the other technologies that have made stock investing accessible to almost everyone, stock...