Finance Blog
Strategies for Outsmarting Uncle Sam at Tax Time
Written by Dan Solin on October 26, 2010
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Strategies for Outsmarting Uncle Sam at Tax Time As we approach year-end, investors should start to focus on tax planning. Given the volatile state of the markets, and the steady drumbeat of bad news, this is not easy. Here are some tips to avoid taking…
Participating in Your Company’s 401(k) Plan Is Not a No-Brainer
Written by Dan Solin on October 19, 2010
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Participating in Your Company’s 401(k) Plan Is Not a No-Brainer It’s not surprising that mutual fund companies want you to max out your 401(k) plan contributions. The more you invest, the more fees they generate. Fidelity Investments is the biggest fund family in the 401(k)…
All Money Market Funds Are Not Created Equal
Written by Dan Solin on October 12, 2010
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All Money Market Funds Are Not Created Equal Thomas Jefferson got it partly right when he stated, in the opening lines of the United States Declaration of Independence, that “all men are created equal.” He should have included “women,” but I digress. Unlike all men…
Maximize Your 401(k) Returns
Written by Dan Solin on October 5, 2010
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Maximize Your 401(k) Returns I have a low regard for the 401(k) system. It’s supposed to provide a tax-deferred way for plan participants to save for retirement. Instead, it is a trough from which advisers, brokerage firms, and mutual fund families feed, depleting returns by…
Asset Allocation: Maximize Your Returns and Minimize Your Risk
Written by Dan Solin on September 28, 2010
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Asset Allocation: Maximize Your Returns and Minimize Your Risk Few subjects in investing are more misunderstood than asset allocation. Brokers don’t like to talk about it. Instead, they entice their clients with stocks they believe will “take off” or fund managers they think are “hot.”…
Avoid Exchange-Traded Funds (ETFs) as Part of Your Investment Strategy
Written by Dan Solin on September 21, 2010
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Avoid Exchange-Traded Funds (ETFs) as Part of Your Investment Strategy Exchange-Traded Funds (ETFs) are similar to index funds, except they can be traded like a stock on stock exchanges, and you must buy them through a brokerage firm. ETFs are required to maintain a 99…
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