David

David

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Posts by David

Grantor Credit Shelter Trust

18 years ago
in
For those who are looking for ways to maximize the transfer on their estate, here is an aggressive (i.e., read not well tested in tax court) way of supercharing the commond credit shelter trust. The basic idea is to turn a credit shelter trust into a grantor trust of the surviving spouse. This [...]

Sales Tax Deduction Calculator

18 years ago
in
If you live in a state without income taxes or which has very high sales taxes, the IRS has provided a calculator to help you determine your deduction.

Moral Hazard of Emerging Market Debt Spreads

18 years ago
in
The Economist looks at the moral hazard for emerging market countries that is being created by the low spreads on their bonds. In the global market’s desperate search for higher yields, the spreads on emerging market debt have declined precipitously. Even countries like Argentina which purposely [...]

How to help adult kids stand on their own two financial feet

18 years ago
in
Here are some tips to parents who have adult children living with them. Make sure they have health insurance Charge them rent (you can always give it back to them in a gift after they move out). If they are on their own, try to help them stay on their own. And the conclusion “How do you know that [...]

TD Amertitrade Acquires iRebal

18 years ago
in
If TD Ameritrade lowers the pricing on the product, this will be a huge win for the industry. For those who don’t know, iRebal has created software that does household wide rebalancing. This means you can have a target allocation for a collection of accounts and it will take into account tax [...]

Song about today’s investment landscape

18 years ago
in ,
Light fare for today. Here is some entertaining commentary on today’s investment environment. Make sure you watch it through the song. http://www.yieldsz.com/

Book: Stumbling on Happiness

18 years ago
in
There has been a steady stream of research over the last few years showing how people are hardwired to make poor money decisions. This book takes a look at how our brains wiring makes us particularly inept at pursuing happiness. Unlike Blink, this book is not a fast read and is significantly more [...]

Microsoft Office Compatibility Pack

18 years ago
in
As people slowly start to migrate to the new Microsoft Office you may start getting files that your current office software doesn’t recognize. Here is the compatibility pack you need to allow your older office software to read the newer formats. Here are some of the new extensions created by the [...]

New bond and international ETFs

18 years ago
in
A bunch of new bond ETFs and one international ETF are out or coming out soon. Vanguard will be introducing four low-cost bond ETFs that pair up with the following bond funds: Total Bond Market Index Fund Short-Term Bond Index Fund Intermediate-Term Bond Index Fund Long-Term Bond Index Fund The [...]

Outsmarting the Market

18 years ago
in
Today is blue Monday (a.k.a. the saddest day of the year), so I thought I would distract everyone and get their blood pumping a bit by sharing some thoughts on a controversial subject. There has been a meme going around the industry recently about the need to be more active in asset allocations. [...]
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