The Senate’s Proposed Change to Recognizing Capital Gains

As I write this, the full Senate is considering the Tax Cuts and Jobs Act (TCJA). One provision in the Senate’s version of the TCJA impacts the treatment of capital gains. Specifically, the provision would eliminate your ability to specify which lot you sold if you purchased shares of the same security on more than…

 

AAII’s Top Articles for January 2016

Here are the Top 10 articles from AAII.com for January 2016 (based on unique page views): 16 Financial Ratios for Analyzing a Company’s Strengths and Weaknesses These 16 ratios enable investors to compare the fiscal strength, profitability and efficiency of two or more companies. The Top 10 Economic Indicators: What to Watch and Why Everyone…

 

Market Volatility Offers Chance for Tax-Loss Harvesting

This year has seen a spike in market volatility. While this may have made for some sleepless nights among investors, Charles Reinhard points out at InvestmentNews.com that this same volatility is offering investors an opportunity for year-end tax-loss harvesting. Tax-loss harvesting is a strategy whereby an investor sells assets for a loss to offset the…

 

Now Is A Good Time to Consider Year-End Tax Moves

With about five weeks left to go in 2015, now is a good time to give your tax situation a review. You will have enough time to take any desired action if you analyze your taxes now. You’ll also have the ability to start planning for 2016. A good place to start is to look…

 

Tax-Loss Harvesting

In a recent article for Financial-Planning.com, Kimberly Foss discusses the basics of tax-loss harvesting, something many investors may be facing as the end of the year draws near. Tax-loss harvesting occurs when an investor sells a position for a loss. These losses can first be used to offset any gains they generated for the current year….

 

AAII’s Top 10 Articles for October

AAII’s Top 10 Articles for October  16 Financial Ratios for Analyzing a Company’s Strengths and Weaknesses An in-depth look at the most commonly used financial ratios used for analyzing a company. The article includes a downloadable spreadsheet that automatically calculates these ratios using financial statement inputs you provide. This article has generated 12 comments. The…