If you read the business pages or investment in mutual funds you will often hear portfolio managers described as “bottoms up” or “top down investing” in their investment approach.� Here is an explanation of “bottoms up” (and no, it nothing to do with alcohol). In the bottom up investment approach, the details matter. An investor […]
October 2009
Capital gains taxes In a previous post we discussed how a capital gain occurs when you sell an investment for a profit.� All capital gains are taxable in the year that you sell your investment so you can�t normally �defer� the gain to a future year and you also don�t have to worry about any […]
If you sell an investment such as a stock or mutual fund in a taxable investment account, then you might have to pay capital gains taxes on any profit that you make.� This does not apply to a tax-deferred retirement accounts such as 401(k) plan and Roth IRAs. If you make a profit on the […]
This is a more advanced post concerning buying and selling stocks and etfs.� If you aren’t familiar with the subject then you might want to start with market orders and limit orders. If you ever have need to buy/sell individual stocks or exchange traded funds then you should be familiar with the different types of […]
