Advanced Investing

Should I Invest in Pot?

Should I Invest in Pot?

By on Jul 19, 2014 in Advanced Investing, Stocks | 15 comments

Is Medical Marijuana the Investment of the Future? I saw a fascinating show on television about the benefits of medical marijuana. In fact, a young girl with up to 75 seizures per day found that a form of marijuana ameliorated her symptoms. Unfortunately for her family, the marijuana derivative treatment was only available in Colorado, and this family lived in New...

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Would You Invest in a 100% Muni Bond Portfolio?

Would You Invest in a 100% Muni Bond Portfolio?

By on May 20, 2014 in Advanced Investing, Asset Allocation, Bond, Investing, Reader Question | 0 comments

Are 100 Percent Municipal Bonds Superior to a Diversified Portfolio? The recent “reader question” article, “Should I Invest in Bonds Even Though I Might Lose Money?” garnered some fascinating investing conversation. Among the thoughtful comments, one in particular stood out, because it was contrary to the typical investing viewpoint. Randy...

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MBA Series; BOND INVESTING – TAX FREE OR TAXABLE, WHICH TO CHOOSE?

By on Mar 31, 2014 in Advanced Investing, Bond, Taxes | 8 comments

Tax Free or Taxable Bonds? Use a Simple Formula to Choose PRINT THIS ARTICLE OUT AND SAVE FOR REFERENCE I started investing in my 20′s when I came into a small inheritance from a great aunt. My fear of the stock market and recollection of stories of the great stock market crash of 1929 led me to invest in bonds as a safer way to grow my money. Flash forward...

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6 Tax Tips For High Income Investors

By on Mar 17, 2014 in Advanced Investing, Investing, Reader Question, Taxes, Tips | 8 comments

Investment Strategies For High Income Earners Jon, from MoneySmartGuides asks;  “What investment strategy should a couple use if they are in a high tax bracket and want to minimize taxes on their investments?” Who doesn’t want to (legally) reduce taxes? I had the good fortune of being brought up by someone who was supremely focused on tax...

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Retirement, Target Date Funds, Tax Considerations; Oh My!

By on Mar 13, 2014 in Advanced Investing, Asset Allocation, Investing, Retirement, Taxes | 2 comments

Are Target Date Mutual Funds the Holy Grail for Investors? Part 2 Are you saving at a sufficiently high rate that realistically you could have enough target date retirement fund assets to support your lifestyle throughout retirement? Will those assets hold up to inflation during retirement, and would they last even if you and/or your spouse live a very long time?...

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