
What Will Inflation Be?
October 15, 2015 -Your personal inflation rate is unique, based on your age and your lifestyle.
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Your personal inflation rate is unique, based on your age and your lifestyle.
The short sell-off can provide valuable insights into how you manage your portfolio going forward.
Taxes on qualified dividends are low, but investors can still encounter unwelcome surprises.
Selling pre-emptively may make sense on a few occasions, but not usually.
Asking how well your holdings are doing their jobs is a starting point for skinnying down your number of holdings.
Technology is best used as a tool, not a solution
Muni bonds exempt from Alternative Minimum Tax (AMT) may help impacted investors.
Review this checklist of financial concerns first
Answering these questions can help you right-size your portfolio’s inflation hedges.