Using ETFs To Save On Your Taxes

Friday, March 22nd, 2019 By: Kevin Shuller, CFA®

Tax season approaches. Mutual Fund investors are making unpleasant realizations. Most lost money in 2018, yet they must pay taxes.   Why did this happen?  Mutual funds are companies. When you invest in a mutual fund, you are buying shares in a company whose sole way of making money is investing in other securities.   All companies pay taxes when they make money. Mutual funds are no different. When they […] More ›


The Secret About Buybacks

Friday, February 22nd, 2019 By: Kevin Shuller, CFA®

Poor share buybacks. They are everyone’s punching bag right now. From politicians to the New York Times Opinion page, everyone is taking their turn whacking the pinata. We never see headlines calling for the increased regulation of dividends. Everyone loves dividends. Dividends put cash in your pocket. Many of us are old enough to remember […] More ›


Riding the Rollercoaster

Thursday, August 4th, 2016

With the benefit of hindsight, we can see it would have been a bad idea to sell stock holdings after the Brexit vote. You would have locked in a 5% to 10% loss in a market that eventually trended upward to record highs. The same was true in the aftermath of the World Court’s decision […] More ›


Welcome to Brexit

Friday, June 24th, 2016

“The endless threats about trade deals and GDP per capita from the EU…, instead of cowing the British people, seem merely to have excited their bloody-mindedness. They recognize that they might indeed take a short-term financial hit, but there are some things more important than money.” Andrew Roberts, British historian, in his Bradley Prize speech […] More ›


The Dog Days of Late Summer

Friday, September 4th, 2015

Chances are these days that you’re sneaking a peak at the investment markets and probably more than once a day. They’ve certainly provided their share of excitement recently: down 4% one day, up more than 2% the next day or two. Analysts are scrambling to explain why one day the markets are down sharply, and […] More ›


Bear in the China Shop

Tuesday, August 4th, 2015

China’s stock market appears to be back in free-fall, despite the Chinese government’s efforts to control stock prices and stem the panic. The chief culprit appears to be leverage: investors last year and in the first half of this year borrowed billions in order to buy stocks on margin, offering little or no collateral except […] More ›


Real Estate Back in Vogue

Tuesday, April 14th, 2015

From outcast to homecoming king, real estate is popular again. But how (and should) this asset class be part of your long-term investment strategy? The Dow Jones Global Real Estate Index – a measure of commercial, residential and REIT returns throughout the investable world – returned almost 13.5% in 2014. Meanwhile, residential home prices in […] More ›


Your Home as an Investment

Tuesday, March 31st, 2015

It is often said that a home is the biggest investment most people will ever make. But is your home really an investment? As home prices rise, the long-lived debate over housing as an investment once again takes the limelight. Viewpoints are strongly held on both sides, and for good reason. The answer, in our […] More ›