Borrowing on Margin

In the event of a large cash need, the decision to liquidate investments to raise cash to cover or the use of financing usually comes down to the cost of capital (expected rate of return from the investments vs. the cost of borrowing). There are, however, tax implications for some financing, such as the ability to deduct certain interest from …

Investing in the Government for Big Returns

Imagine having an investment portfolio in which you contribute $500 every month, like it is taken straight from your paycheck. Now, throughout the course of the year, this portfolio grows 450% to a total value of $33,400. That’s something to brag about! These are the numbers from the bottom 20% of tax filer’s net income tax rate. On average, the …