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Comments:
Welcome home! Is it a culture shock to back in the USA?
Post: Wooden Spoons
Link to comment from April 17, 2021
First and foremost was investing for the long term in the stock market. Second, I was fortunate to not own any Tech stocks in 2000 and also not own any Bank stocks in 2008. However, I'm not sure if that was smart or just dumb luck.
Post: What are the smartest financial moves you’ve ever made?
Link to comment from April 14, 2021
Right now and money or rather wealth is making it possible. I'm two weeks from retirement and unfettered free time to play with my grandkids, travel, and pursue my hobbies.
Post: When during your life were you happiest—and what role did money play?
Link to comment from April 14, 2021
Do you know if this cost been estimated? If dividends make up a significant portion of total returns of international stocks over time it seems the cost may be relevant factor to consider. Do you suggest that investors adjust their allocation of foreign holdings between taxable and tax deferred accounts to avoid the issue?
Post: Go Figure
Link to comment from April 13, 2021
Thank you! I also posted a question on the voices page related to international stock holdings but that question has been deleted that I'm hoping you would answer as well. I was wondering if there is a non-recoverable cost from the foreign dividend WH tax on international stocks held in a retirement plan account?
Post: Go Figure
Link to comment from April 12, 2021
I often read about the tax advantage of holding index funds; however, I was wondering if a person's stock portfolio is held entirely in a qualified plan if that argument still applies?
Post: Go Figure
Link to comment from April 12, 2021
NO
Post: Should investors own alternative investments—and, if so, which ones?
Link to comment from April 11, 2021
If your stock portfolio is held in a qualified plan is there a tax cost associated with the foreign withholding tax on dividends for most international stocks?
Post: What percentage of a stock portfolio should be invested abroad?
Link to comment from April 11, 2021
I don't like this question. I don't think everything in life should be viewed in economic terms.
Post: Are children a good investment?
Link to comment from April 11, 2021
I don't think you should do anything. I can't predict future interest rates so I don't try.
Post: What should investors do about the possibility of higher interest rates?
Link to comment from April 11, 2021