Startup helps DIY investors buy cheaply

By: Mark Jewell
Posted on: May 28, 2013

Think you can tell the difference between a fad and a trend with staying power? Look around, and you might come up with some decent investing ideas.If you’ve noticed that lots of your friends are using tablet computers instead of PCs, it might be a good time to consider stocks of companies driving the tablet revolution.See evidence that Americans are getting more serious about their... READ MORE

How to return (wisely) to the stock market

By: Anne Kates Smith
Posted on: May 22, 2013

How you re-enter the stock market matters, especially if you’ve taken a hiatus. Even if you’re anxious to get back in the game, you’ll want to buy into stocks gradually.Investing a set amount periodically, a strategy called dollar-cost averaging, helps you psych yourself into sticking to your investment plan. It lowers the average per-share cost of your stock holdings by... READ MORE

Small-cap foreign funds beat the market

By: Mark Jewell
Posted on: May 14, 2013

An annual scorecard of mutual fund performance is in, and it’s generating more of the negative headlines that fund managers have become accustomed to in recent years.The key finding: Two-thirds of managed U.S. stock funds failed to beat the market in 2012, according to S&P Dow Jones Indices. For all their stock-picking skills, the vast majority of managers couldn’t claim an... READ MORE

A way to higher returns at moderate risk

By: Beacon
Posted on: May 01, 2013

Readers continue to ask how they can invest without a great deal of risk and still obtain reasonable income.I have often pointed out that investors who need income cannot expect high income from investing in Treasury bills, money-market instruments and short-term savings accounts. Such investments preserve capital but do not keep up with inflation.Alternatives that provide more income... READ MORE

Dividend investors face higher tax in 2013

By: Mark Jewell
Posted on: December 17, 2012

What if one of your key sources of income were taxed at three times the rate you pay now?That’s a realistic possibility in 2013 for high-income investors who own dividend-paying stocks or mutual funds. Dividend investors earning modest income and retirees who count on quarterly payouts could face a higher rate as well.Investors have enjoyed historically low rates on investment income... READ MORE

Changes coming in estate and gift taxes

By: Dave Carpenter
Posted on: December 17, 2012

Taxes that are largely a concern of the very rich will soon affect far more people unless Congress steps in.The impending drastic changes in the estate and gift tax laws are prompting a flurry of activity as 2013 draws near. Family members are making financial gifts, creating trusts and considering other tax-minded moves.Financial advisers, and trust and estate attorneys have been flooded... READ MORE