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Stocks vs Real Estate
The comparison is often made between investing in Real Estate vs investing in the Stock Market. There are many strong points to both arguments, but as an Investment Advisor, I am going to argue the side of why the stock market is a better long term investment. Note, I am not inferring you should not…
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What are the Cost’s Associated with Investing?
There are many different ways in which costs are charged to your investment portfolio. Many of these are hidden and are basically untraceable. Today we are going to discuss a few of the hidden costs, and a few of the transparent costs. Costs you should know about Management Fee/Commission Whoever your investment advisor is is…
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Are Investment Fees Tax Deductible?
Everyone is looking for tax deductions this time of year, so I am going to help you out with a possible tax deduction that often get overlooked. When I get asked if investment fees are tax deductible, I say, “it depends”. If your investment fee along with other miscellaneous deductions, such as tax prep fees…
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Picking Winning Stocks
You think you can pick winning stocks consistently, and I’m here to tell you that you can’t. But even if I cannot convince you that you can’t pick stocks, I hope to at least convince you that it is not in your best interest to try. We look at examples like Warren Buffet and…
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Do Hedge Funds Beat the Market?
Are you missing out on the supposedly huge amount of profits to be made by investing with a “Guru” in his Hedge Fund? Hedge funds are like mutual funds, but they are managed by self titled “experts” who charge an enormous fee to try and beat the market. Hedge funds and Investing Guru’s are built…
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Are you Paying Too Much in Hidden Costs?
There are many different ways in which costs are charged to your investment portfolio. Many of these are hidden and are basically untraceable. Today we are going to discuss a few of the hidden costs, and a few of the transparent costs. Costs you should know about Management Fee/Commission Whoever your investment advisor is is…
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Stock Picking or Gambling?
There are so many unknown variables when picking individual stocks (literally trillions), that is why it is impossible to consistently guess which ones are going to go up or when they are going to go down. Stock picking is not only a dangerous activity for you to be involved in as an individual investor, but…
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What are the Hidden Fees associated with Annuities?
It’s not that there’s anything wrong with an investor paying fees for certain investments in their portfolio, but when it comes to annuities the key is ‘transparency,’ notes the WSJ’s article on getting to the bottom of hidden annuity fees. What are some of the fees carried by a popular annuity choice among investors, namely…
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Are Investment Fees Tax Deductible?
I was looking for a specific answer to this question and I found this great article from David Marotta on Forbes Magazine so I thought I would share on the blog. “I often get asked, “Are investment management fees tax deductible?” The answer is not a simple “yes” or “no.” Like many tax questions, the answer is…
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Hidden Costs in Investing
There are many different ways in which costs are charged to your investment portfolio. Many of these are hidden and are basically untraceable. Today we are going to discuss a few of the hidden costs, and a few of the transparent costs. Costs you should know about Management Fee/Commission Whoever your investment advisor is is…
