Portfolio 7 is 3 years old. The beneficiary invested $1500, the trustee $3000, for a total of $4500. The current…
Portfolio Six Updated August 2018
Portfolio 6 is six years old. The beneficiary contributed $3000 and the trustee $6000 for a total of $9000. The…
Portfolio Five as of August 2018
Portfolio five is nine years old. The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500. The…
Portfolio Four Updated August, 2018
Portfolio four is nine years old. The beneficiary contributed $4500 and the trustee $9000 for a total of $13,500. Current…
Portfolio Three Updated August 2018
Portfolio three is 11 years old. The beneficiary contributed $5500 and the trustee $11,000 for a total of $16,500. The…
Portfolio One Updated August 2018
We recently sold 7 stocks in Portfolio one. This link shows the portfolio after the sale, or you can go…
Portfolio One Updated July, 2018
Portfolio One is almost 17 years old. The beneficiary contributed $2000 net (of withdrawals) and the trustee $16,000 for a…
Portfolio Two Updated July, 2018
Portfolio two is almost 14 years old. The beneficiary contributed $7000 and the trustee $14,200 for a total of $21,200. …
Revisions to the “Kiddie Tax”
There were major revisions to the “Kiddie Tax” in the last tax reform package. It is worthwhile to look at…
Stock “Sectors” are an Imperfect Science at Best
Recently I was reading stock market commentary at MarketWatch (owned by WSJ) discussing the (relative) fall in Tech stocks and…
Basic Investing Plan Updated June 2018
This is an update to my “basic investing plan” to take into account market shifts. As always do your own…
CD’s and Money Market Funds As of June, 2018
For many years’ the USA (and much of the developed world) offered very low interest rates on accounts with low…
Capital Gains Rates in 2018
Taxes changed significantly with the new tax act for 2018. Here we will briefly talk about short and long term…
Auditors for Major ETF Families
For some individuals who work for large accounting and financial professional service firms, they are not able to purchase shares…
Recent Stock Activity – Updated as of the end of March
Earlier in the year we had a mini-correction of sorts. Since then, many of the stocks in the portfolio have…
