Newsletter Archive

June 18 Newsletter


Taxes and Tax Management

Dorothy in Taxland: Overview (06-14-2010)

Many people who use tax computation software don't understand the changing structure of the U. S. tax code. They fill in the blanks, click Compute and pay the tax. Then they forget about the torture until next year. Into this dark forest of the tax code, we throw college students and recent graduates. It is almost a rite of passage, better likened to a fraternity hazing than a step into adulthood. The byzantine rules and regulations of the tax code are carefully crafted to cover up just how much we pay each year. In other words, tax laws are obscure by design.
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In The News

Summer is a great time to think about financial planning.

Summer is one of the best times for us to help a new family get their financial house in order. Usually it is a quiet time when we can gather information, identify goals and make plans for the coming school year. The first few steps of wealth management require calendar time and summer provides enough calendar time so that we are ready by the time fall arrives.

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Safeguard #3: Insist on Publicly Priced and Traded Investments (01-26-2009)

To protect our money, several safeguards are advisable. They aren't always necessary, but they are certainly safer than the alternative. One of these safeguards is to insist on investing only in liquid assets. Investors undervalue liquidity 99. 9% of the time. You need to be in the other 0. 1%. Liquidity refers to the ability of an asset to be easily sold without losing value in the process. Imagine starting with a pile of money, buying the asset, holding it a week and then trying to sell it again.
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