The U.S. Department of Agriculture estimates a middle-income family with a child born in 2012 can expect to spend about $301,970—adjusted for projected inflation—to raise a child to the age 17.¹ That’s over one and one-half times the median value of a home in the U.S.²And if you’ve already traded that super-charged convertible dream for […]
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Whether it’s sports, music or politics, life holds any number of “great debates”—debates that never seem to reach a conclusion. In investments, that great debate asks the question, “Active or Passive Investing: Which is Better?”The fascinating aspect of this debate is that equally intelligent people can argue polar opposite positions, leaving the rest of us […]
With international stock markets comprising about two-thirds of the world’s capitalization, a broad range of investment opportunities exist outside the borders of the U.S.¹ For investors who are looking to diversify their mutual fund portfolio with exposure to companies located outside the U.S., there exist two basic choices: A global mutual fund or an international […]
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.”¹This investment inaction is played out in many ways, often silently, invisibly and with potential consequence to an individual’s future financial security. Let’s review […]
When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs.¹The executor will have the option of valuing the estate on the date of death, or on the six-month anniversary of death—the “Alternate Valuation Date.” Pick a Date For […]
Seems Reasonable, So Let’s Carry On 20 November 2013 It still doesn’t feel like mass prosperity—perhaps because it isn’t—but 2013 is shaping up to be the best year for the U.S. stock market in the nine-year run of Dividend Investor to date. As of this writing Nov. 13, the S&P 500 Index stood at yet […]
A Noble Lie 15 November 2013 A common nugget of wisdom passed down from on high to the masses is to “buy and hold,” which really means several things: Set fixed allocations to stocks, bonds, and cash; dollar-cost average into the portfolio with periodic purchases; and, above all, stay the course. I tell investors to […]
Understanding the Affordable Care Act 8 November 2013 Few pieces of legislation have aroused political passions in recent years quite like the Affordable Care Act. While the health-care reform law was passed in 2010, its most important provisions take effect in 2014, which means the ACA is once more top-ofmind in Washington and on Wall […]
Drawing the Line on Asset Bloat 7 November 2013 Every fund investor with gray hair knows the Icaruslike story of Fidelity Magellan FMAGX. It was brilliant, but, after Peter Lynch left, it was run by mere mortals even as its asset size soared ever higher. It was the biggest fund by far, and that proved its undoing. It has been a […]
The Fed’s decision to maintain the stimulus status quo leaves markets at a crossroads. The bull market that captivated the financial world in the first half of 2013 began to see some signs of volatility in the third quarter. Economic data in the United States continued to be the focal point of the Federal Reserve’s […]
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