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The beginning of the end of quantitative easing

The beginning of the end of quantitative easing

Today the Fed announced the start of the withdrawal of stimulus, but it couldn’t have been more cautious in nature. A long awaited incremental reduction of $10 billion in monthly bond buying was accompanied with an extension in expectations for a move in short term rates. Bernanke stated that short-term interest rates will be... read more

Retirement income distributions from traditional IRA accounts

Retirement income distributions from traditional IRA accounts

IRA account owners have until April 1 of the year after turning 70 and a half to make their first withdrawal from their IRA accounts. The second required withdrawal must then be made by December 31 of that same year. After that annual distributions must be made by December 31 each year. Those that... read more

ETFs are more tax efficient than Mutual Funds

ETFs are more tax efficient than Mutual Funds

When held in a taxable account, Exchange Traded Funds (ETFs) are generally more tax efficient than actively managed mutual funds. This isn’t because the IRS view ETFs differently; it is due to structural differences in the way these vehicles operate. In the U.S., whenever a mutual fund realizes a capital gain that is not... read more

Exchange traded fund price war

Exchange traded fund price war

Fidelity recently announced a new suite of sector focused exchange traded funds (ETF’s), under-cutting rivals on fees by charging just 0.12%. This is the latest example of how investors continue to win as ETF providers wage a price war. It’s very difficult for the providers to nudge fees back-up, so low fees are likely... read more

Any twit for Twitter

Any twit for Twitter

In my home country of England the word “twit” is used to describe someone who is foolish.  At the risk of overextending the power of my crystal ball you would surely have to be a twit to buy Twitter at today’s closing price. This is a company that has lost $135 million year to... read more

Investing Quotes

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    • “Be fearful when others are greedy. Be greedy when others are fearful.”

      —Warren Buffett

    • “The individual investor should act consistently as an investor and not as a speculator.”

      —Benjamin Graham

    • “Know what you own, and know why you own it.”

      —Peter Lynch

    • “Sometimes your best investments are the ones you don’t make.”

      —Donald Trump

    • “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”

      —George Soros

    • “My favorite holding period is forever.”

      —Warren Buffett

    • “The essence of investment management is the management of risks, not the management of returns.”

      —Benjamin Graham

    • “You make most of your money in a bear market, you just don’t realize it at the time.”

      —Shelby Davis

    • “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”

      —John Kenneth Galbraith

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