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Minneapolis based Graco has done well for both its employees and stockholders (the stock is up over 150X since 1990). People that have worked there for decades are usually in a good position to take advantage of an arcane rule in the tax-code known as NET UNREALIZED APPRECIATION. The tax benefits can be SUBSTANTIAL. It’s...
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I’ve been interested in studying the most successful investors in history since my early 20s. One striking thing is how many of these people attribute their success to understanding simple investing concepts like compound interest. That said, simple doesn’t always translate into easy. Recently I was listening to a discussion between the podcaster Tim Ferriss...
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30 Years Of Max Roth Contributions
The annual contribution limit for Roth IRAs is relatively small at $6,500 for people under age 50 in 2023. Some may understandably question whether it’s worth it. The answer depends on how many years you have in front of you. But it is very possible too accumulate over $1 MILLION! On top of that, the...
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12.06.2023-RIP-Charlie-MungerDownload Charlie Munger passed away in late 2023. He had a significant influence on my approach to investing, business and life in general.
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Why I’m Selling I Bonds & Buying Tips
TIPS look better than I-Bond! Related video 👉 I bonds
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Earnings Yield
Why rising interest rates are bad for stocks One of the most common methods for measuring the attractiveness of stocks is by comparing the earnings yield against long-term interest rates on government bonds. (The difference between these two is called the equity risk premium.) Theoretically, investors should demand a higher potential return for taking additional...
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Fed Takes The Punch Bowl Away
THE PUNCH BOWL HAS BEEN REMOVED! Former Federal Reserve chair William McChesney Martin famously said the task of the Fed is, “to take away the punch bowl just as the party gets going.” Look at how the latest stock market peak in early 2022 perfectly coincides with the lift-off of short-term interest rates (which the...
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3 Easy Ways To Earn 5% On Your Cash In 2023
Cash is king in 2023! Short-term interest rates are at the HIGHEST levels in 22 years. Yet, a recent study suggested nearly 70% of Americans haven’t done anything to take advantage of the big move. In this video I’ll show you 3 EASY ways to earn around 5% on your cash with virtually no risk....
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Minimize Tax Rate On Inherited Ira Withdrawals
Since the 2019 law change, if you inherit an IRA from someone who is not your spouse, in most cases, you’ll have 10 years to withdraw the funds. The majority of IRAs are comprised of pre-tax dollars. This means that when you take a withdrawal, you generally have to pay taxes. Especially for those who...
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