October 2009

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 […]

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 […]