Category Archives: Investing

Romney’s tax returns and financial literacy – Take 2 – Capital

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In a previous post I used Mitt Romney’s 2010 tax return to draw your attention to how different tax rates apply to different income types, specifically capital and earned income. In this post I want to focus on capital itself … Continue reading

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What Romney’s tax returns can teach us about financial literacy

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Presidential hopeful Mitt Romney last week released summary information about his 2010 tax return. From my perspective, its a great jumping off point to explicate several financial literacy basics.  In this post I’ll deal with tax and in the next … Continue reading

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The Euro Crisis – The Movie – From the WSJ

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This video is a must see.  Check it out here.

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Investment Diversification

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In my post Goals and Risk or the Straight Line Meets the Jagged Line I covered the impact of market volatility on investment portfolios over the last 20 years.  This post discusses diversification as a means to mitigate that volatility. Diversification … Continue reading

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Financial Literacy Recap

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Several readers have asked me to recap my posts related to financial literacy.  So here it is…. The Curve Topic:   Page or Posts The Curve and Flow:  The Curve Inputs for curve calculation:  Curve Components – Part 1 Calculating … Continue reading

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Goals and Risk or the Straight Line Meets the Jagged Line

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This post attempts to simplify the math that underlies goal planning. I know, it sounds complicated but don’t hang up just yet. I’m going to use a lot of pictures and keep the math to a minimum. If you can … Continue reading

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Embrace Your Insecurity

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Guest Blogger Nicole (znic123) I’m a mid 20’s designer living in New York and I want to own my own home in the foreseeable future. When I started this process I didn’t know anything about investing or goals.  I just … Continue reading

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The Classics

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Want to become a savvy investor? Consider cracking open one or more of these investment classics. Security Analysis: The Classic 1940 Edition by Benjamin Graham and David Dodd The Intelligent Investor by Benjamin Graham Common Stocks And Uncommon Profits by … Continue reading

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Tax Advantaged Investing

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In my first post on investing I defined it, gave several examples and identified common elements.  This post focuses on the all important and not to be missed benefits of tax advantaged investing.  Tax advantaged investments are those that allow … Continue reading

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Investing

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This post kicks off a new section of this blog, investing. Investing in and of itself is a monster topic. It’s the sole subject of thousands if not millions of books, newspapers, magazines and blogs. So I broach it with … Continue reading

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