Comments on: Money Moves for 2006, Part 2: Your Portfolio

By: FMF

FMF — Tue, 03 Jan 2006 14:22:11 +0000

THC — I’m not sure what you mean. Are you suggesting that Money is less than professional/accurate/useful?

By: thc

thc — Tue, 03 Jan 2006 05:19:43 +0000

There’s a reason why Money Magazine is known as the Mad Magazine of finance…

By: Jeremy

Jeremy — Thu, 22 Dec 2005 15:39:13 +0000

Kay brings up some excellent points about the tax consequences of mutual funds. That’s one of the reasons I stick mostly to individual stocks in my non tax-deferred accounts. (I posted on the pros/cons of funds vs. stocks.)

Although my wife won’t be too happy, I’m planning to use the holiday break to analyze our current investments and assess our money moves for next year. These general tips will help. Thanks.

By: Kay Bell

Kay Bell — Sat, 26 Nov 2005 06:14:22 +0000

When rebalancing, be sure to look at selling loser stocks to offset any capital gains you may get this year. The gains don’t have to come from selling assets; if you have mutual funds that pay dividends or capital gains, the final quarter could be a big — and tax-costly — one for you. If you haven’t planned for it, you’ll need to find ways to cut those potential taxes and offsetting gains with losses is an easy way to clear out your portfolio and beat the tax man.

By: Loi Tran

Loi Tran — Thu, 17 Nov 2005 20:39:24 +0000

Good time to start thinking about rebalancing the portfolio.

I agree with sticking with short to intermediate bonds because the interest rates are still going up.