The Trail Up

Five Documents To File Your Taxes

You will need a maximum of five documents about the assets you have under management with Anselme Capital in order to file your taxes. If you want to save yourself the irritation of form gathering and filing you can skip to the last paragraph of this post.

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…

If you Have Been Furloughed, Here Is One Way to Take Advantage of it

The CARES Act Loosens Tax Rules on your Accounts.

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…

Tax Loss Harvesting and Portfolio Restructuring during a Crash.

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…

Indexes and Asset Class Funds

The Dow Jones index, or just Dow, born in 1896 is the oldest index, it is proprietary and controlled by the CME group. It is composed of 30 US corporations and that choice is at the discretion of the index owners, it includes, Microsoft, Cisco, IBM, but not Apple, not Google…

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…