Archive - 2016

1
Using Factor Investing To Boost Country Specific Returns
2
Financial Planning Questions for Working Women, Part 2
3
IRS’ 2017 Mileage Rates for Taxes
4
5 Tax Planning Considerations of a Roth Conversion for Your TSP Account
5
Investing Mistake: Confusing A Promising Company With A Good Investment

Using Factor Investing To Boost Country Specific Returns

John Blood has a nice article in Investment Advisor magazine entitled “Factor Investing: A Post-Modern Portfolio Theory.”

In a previous article I talked about “Factor Investing: Small and Value Factors.” In this article I would like to highlight another factor, that of “profitability” which is sometimes called “quality” instead.

This latest factor of investing is relatively new, having been “discovered” relatively recently in papers by Robert Novy-Marx (2012) and Fama/French (2015).

Unlike size and value, quality has no universally accepted definition.

The rough idea is that the stock price of companies that are profitable are more …

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Financial Planning Questions for Working Women, Part 2

Last week we looked at two of the questions that The Pittsburgh Courier asked in the article, “Five key financial planning questions for working women.” The first two questions dealt with investments; these last three gave readers something to ponder with regards to their careers and retirement planning.

  • “Are you prepared for changing professional expectations?”

The publication suggests that you keep up with what is new in your line of work, especially if you have taken a step away from working to care for family. You can also find ways to update your skills so you can re-enter the …

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IRS’ 2017 Mileage Rates for Taxes

The Internal Revenue Service today issued the 2017 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. These rates are for use on your 2017 income tax return, filed by April 2018.

Beginning on Jan. 1, 2017, the standard mileage rates for the use of a car (also vans, pickups or panel trucks) will be:

  • 53.5 cents per mile for business miles driven, down from 54 cents for 2016
  • 17 cents per mile driven for medical or moving purposes, down from 19 cents for 2016
  • 14 cents per
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5 Tax Planning Considerations of a Roth Conversion for Your TSP Account

Introduction

Many people have taken advantage of the Roth TSP option since its inception in 2012.  However, there are still many federal employees and service members with most of their retirement savings in traditional accounts.  Naturally, this begs the question: “How do I convert my traditional account to a Roth account?”  This is also known as a Roth conversion.

The more appropriate approach should be to ask two questions:

  • Should I convert my traditional account to a Roth account?
  • If so, how do I do this in the most effective manner?  Effective manner indicates minimal loss of money through fees,
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Investing Mistake: Confusing A Promising Company With A Good Investment

Harold Evensky has a nice article in the American Association of Independent Investor (AAII) Journal entitled “Conversations on Picking Good Stocks and Funds” which illustrates a common investing mistake: Confusing a promising business with a good investment. Evensky sets the issue up nicely:

David met someone who talked up a technology company we’ll call Super Tech. Super Tech made what David considered to be a revolutionary computer. He bought 10 of their new computers for his office and said that his neighbor just ordered four for his office before we spoke. Seeing the stock go straight up, David

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