
Taxes rates differ between qualified dividends and ordinary dividends A reader of one of Dan’s MarketWatch columns asked why there were two kinds of dividends on his…
Why financial news intake can hurt your portfolio – if you let it! In one of Dan Moisand’s recent MarketWatch columns, he was asked what…
Will higher taxes hurt stocks? The proposal to raise taxes in some capacity arises in every election. Candidates for the White House are typically the…
The election and your investments The season many in our county dread is upon us. Even though most often no damage will occur, it’s hard…
Most Common Investing Mistakes A recent conversation with the son of a client and a new college graduate prompted a question we decided to pose…
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a professional…
Do spikes in the national debt cause market crashes? It’s an election year. Hang on to your hats! Every four years, we hear from…
Why true investors don’t worry about their portfolios on Election Day A recent study by asset management firm Janus Henderson indicated that half of…
How do higher interest rates affect personal finances? The most obvious effects of higher interest rates are that savers earn more interest income and borrowers…
What do high valuation differences in the market mean for your portfolio? One way to characterize stocks is by the ratio of its price to…
Does stock-picking work? Stock-picking, the practice of selecting individual stocks to outperform the market, is far easier said than done. It is mathematically impossible for…
Is there a downside to diversification? Which would you have rather owned A or B? A lost an average of almost 1% per year for…