Posts Tagged ‘fin0mg’
How to Invest When Everything Yields the Same – WSJ
June 29, 2025Tax Cuts Now Could Lead to Rising Rates Later. Here’s How to Protect Yourself. – The New York Times
May 25, 2025How cheap can investing get?
April 12, 2025https://www.economist.com/finance-and-economics/2025/02/26/how-cheap-can-investing-get
expenses of .03% v .09%
in praise of vanilla economist
SCHG | Schwab U.S. Large-Cap Growth ETF | Schwab Asset Management
September 8, 2024Tiller – Manage Your Money, Your Way
August 24, 2024Should you put all your savings into stocks?
March 16, 2024The Greatest Wealth Transfer in History Is Here, With Familiar (Rich) Winners – The New York Times
January 27, 2024https://www.nytimes.com/2023/05/14/business/economy/wealth-generations.html QT:{{”
“I have right now in my stock portfolio, some stock that my wife’s father, who died a long time ago, bought in the 1970s — that investment has gone from a few thousand dollars to many hundreds of thousands of dollars,” Mr. Pearl noted. “I’ve never paid a penny of taxes on all that, and I may not ever, because I might not sell and then my kids are going to have millions of dollars in income that’s never taxed in any way, shape or form.”
Mr. Pearl noted that people with only a couple of million can use “securities-based loans,” borrowing low-cost funds from banks using the value of a given investment portfolio as collateral. “You just loan yourself money,” he explained, and in many if not most cases, the portfolio’s rate of return exceeds the rate of interest on the loan. “}}
Don’t overinsure
May 21, 2023QT:{{”
Why would any well-informed person buy life insurance instead of investing the premiums directly with the expectation of earning more than a 2.5% return?
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