Category - Investing

1
Investing Your 401k – a 2-step plan
2
Tax-Efficient Benefits of Exchange Traded Funds (ETF)
3
How to Purchase British Pounds
4
Market Pricing, The Markets, the Prices, and You and Me
5
The Madoff Scam: What Can We Learn?

Investing Your 401k – a 2-step plan

If you’re like most folks, when you look at a 401k plan’s options you’re completely overwhelmed. Where to start? Of course, the starting point is to sign up to participate – begin sending a bit of your paycheck over to the 401k plan. A good place to start on that is at least enough to get your employer’s matching funds, however much that might be. In this article though, we’re looking at investing your 401k money. It’s not as tough as you think. In fact, it can be done in just two steps – taking no more than 30-45 minutes …

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Tax-Efficient Benefits of Exchange Traded Funds (ETF)

Exchange Traded Funds (ETFs) have been around for a while now and come in all different shapes and sizes. While many investors choose them for their diversification, low cost and intra-day trading flexibility, I believe the biggest single advantage of ETF’s may be tax-efficiency.

The largest tax benefits come from well-diversified index-like ETFs. Similar to index mutual funds, many ETFs have low turnover and as a result don’t typically pass capital gains distributions on to shareholders. If you have ever held a mutual fund that was at a loss for the year but then paid a big distribution that you …

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How to Purchase British Pounds

The reverberations of the Brexit vote are being felt worldwide, and the British Pound Sterling (GBP) has declined sharply against all major currencies. It is currently at a 30 year low against the U.S. dollar (USD). Not surprisingly, the top trending searches on Google in the United States is “how to purchase British Pound Sterling.” As of today (June 27, 2016) it costs $1.32 (USD) to buy one GBP, that is down from $1.60 less than a year ago and $2.10 at its peak in 2007. Naturally, Americans recognize a bargain when they see it, especially entering the peak travel

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Market Pricing, The Markets, the Prices, and You and Me

Welcome to the first installment in our series of Joss Financial Group’s EB Investing Insights: The Markets, the Prices, and You and Me. When it comes to investing (or anything in life worth doing) it helps to know what you’re facing. In this case, we face “the market.” On a side note, I smile when I … Continue reading Market Pricing, The Markets, the Prices, and You and Me Read More

The Madoff Scam: What Can We Learn?

Note: This is a re-publish of an article from early 2009 – but the lessons are still very useful in today’s world.

You’d have to be living under a rock to not know about the scandal of Bernie Madoff’s firm – wherein the supposedly legitimate Madoff bilked some of the most sophisticated investors in the world out of something like $50 billion. The Ponzi scheme has been around forever, for the very fact that it works – much to the chagrin of those caught in its web.

The bright spot for all of us (as long as you weren’t caught …

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