Whether you’re a President Donald Trump supporter or critic, his modus operandi is probably obvious to everyone. He promotes big ideas – preferably with his name on them for posterity – but leaves it to others to figure out the details. With that in mind, let’s evaluate the Trump Account, his new signature savings program…
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In a previous article I discussed what can happen when the concentration of a stock in an investment portfolio has become too high. The simplest solution is to sell some amount of the stock and pay the taxes, reminding yourself how much the stock’s growth (even after taxes) has increased your wealth. But there are…
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If you are employed by one of the myriad tech companies here in Silicon Valley, you have likely accumulated lots of company stock through stock options and/or restricted stock units (RSUs). If you haven’t been selling your shares as they vested, the runup in stock prices over the past decade has probably been a cause…
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The S&P 500 is up over 14% so far this year. But job growth is slowing and Trump tariffs are starting to drive up prices in numerous sectors. Is the economy heading for a fall? Are we nearing a market peak? Is this a good time to sell stocks? Investors ask themselves these kinds of…
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It seems that federal government shutdowns are becoming more frequent. Perhaps it’s a consequence of the decline of the collaborative process in a nation that’s becoming increasingly polarized politically. Whatever the reason, investors undoubtedly would like to know how the current shutdown might affect their portfolios. I wish I had the answer. But we can…
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The year 2021 might be remembered as the year of the incautious investor. Non-fungible tokens (NFT) and Special Purpose Acquisition Companies (SPAC) were all the rage, bitcoin ETFs were on the verge of breaking out, and everyone was buzzing about the unexpected price surges of GameStop and AMC Theaters, the two so-called meme stocks. In…
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