Author Archives: taxblogger

Active vs. Passive Portfolio Management

One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. A passively managed portfolio attempts to match that benchmark performance, and in the process, minimize expenses that can reduce an investor’s net return.

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Money Tip of the Week: Investment Planning Series, Part 1 of 3

The combination of investments you choose can be as important as your specific investments. The mix of various asset classes, such as stocks, bonds, and cash alternatives, accounts for most of the ups and downs of a portfolio’s returns.
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Kiddie Tax

Tax Tip of the Week:  Kiddie Tax | February 2, 2011 | No. 28 Will Your Family Be Hit With Kiddie Tax? Children with investment income may have part or all of it taxed at their parents’ tax rate rather than at … Continue reading

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Late Tax Breaks Delay IRS

Late Tax Breaks means some must wait until mid-February to file their tax returns.
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Tax & Money Tip: Estate Planning

There are five estate planning documents you may need, regardless of your age, health, or wealth: Continue reading

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Section 179 Depreciation Deduction

If you’re a business owner, you are probably familiar with Section 179 and its benefits. Continue reading

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Happy New Year!

We would like to wish you and your family a Happy and Prosperous 2011.

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RMDs – Don’t Forget Your Required Minimum Distributions For 2010 By December 31st!

If you are age 70 1/2, Don’t forget to take out your RMDs for 2010 from your IRAs before 12/31/10!

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Should I Rent or Should I Buy?

Let’s take a look at some advantages to both Renting and Buying a home, while also listing some things to consider when making this big decision.

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