IRAs and an Opportunity for Tax Arbitrage

The new tax law provides a few incentives for taking advantage of Roth IRAs and similar types of retirement accounts. It also preserves the contribution limits in effect prior to this year for both tax-deferred and aftertax accounts. Roth IRA conversions, however, can no longer be undone. I bring this up now because you currently…

 

Volatility, and Not Seeing the Forest for the Trees

The return of downside volatility has exposed problems with perception and with certain exchange-traded products. On Tuesday, the front page of the Chicago Sun-Times declared, “Dow’s Historic Drop: 1,175-point plunge—its biggest one-day loss in history—puts the once-roaring 2018 market in the red.” The headline correctly reported how much the blue-chip average fell, but it failed…

 

Using the CAN SLIM Approach to Select Stocks Using Fundamental and Technical Data

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   William O’Neil’s CAN SLIM Approach to Selecting Growth Stocks Using Fundamental and Technical Data The CAN SLIM approach is a popular investment strategy that uses fundamental company and industry factors to identify attractive stocks and employs technical price and volume analysis to help determine…