Investing

Brexit, the Passion of Imbeciles.

On this very momentous geopolitical day, several moments from the past come to my mind. Before sharing these I should say that I am a French citizen where I grew up until the age of 24. I have also lived and worked in The Netherlands for five years and in several parts…

Measuring Performance

An investor chats up with an investment adviser and decides to give him a chance. He gives $1 to the adviser to invest. A year later the investor’s money has grown to $2, a “100% return over one year” claims the adviser. Impressed, the investor ups his stake and gives another $98 to the…

Documents to File Your Taxes

If you have an IRA, Roth IRA or SEP IRA, and if you have contributed into it in 2013 you need to know how much that contribution was. To know that, you can go to the December 2013 statement of your IRA where it summarizes the contributions for the year. If you haven’t…

401K Plans

Access to a 401K is critical to both employers and employees. For the employee the opportunity is to defer taxes, collect some kind of match from the employer and invest sheltered from taxes. Investing in a tax shelter is a benefit that compounds over time into a huge advantage. If you are young and you do…

Should I Invest In The Stock Market Near A Record High?

A few days ago the Dow hit a record high, the S&P500 came very close to doing the same thing. With this feeling of record high, several of you have asked me if it is a bad time to invest. I feel compelled to express my position…

Environmentally Responsible Investing

Green investing has traditionally meant the following:

– Exclude sectors of the economy or individual firms that are the most polluting.

Hope

I recently went to a dinner at Lake Tahoe, during which all guests took their turn in the “hot seat” and had to answer: “what is your reason for hope?”

One after the other these good people dug inside themselves and emotionally explained the source of their strength facing the future…