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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