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Four Quadrant Portfolio Check Up

Random Roger's Retirement Planning

Let's dig in some more on Permanent Portfolio quadrant style. Next is the allocation for the United States Sovereign Wealth Fund ETF that I made up a few days ago and next to that is my most recent attempt from November to recreate the Cockroach Portfolio which is managed by Mutiny Funds. TRTY is a tough hold.

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

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Market Commentary: Stocks Hit New Highs Amid a Year of Milestones

Carson Wealth

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. 6 million level we saw in 2018-2019. million level we saw in 2018-2019. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hires fell to 5.3

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Reversing a Roth IRA Conversion

Harness Wealth

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. One of the Roth IRA’s most compelling features?

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What Is Shareholder Yield & Should You Invest In It?

Random Roger's Retirement Planning

Investors of course love dividends but share buybacks and debt reduction are more tax efficient than dividends which are taxed at ordinary income rates. It offered no crisis alpha though in the 2020 Pandemic Crash and in 2018 it was down 13.5% 1 thing you can add to your portfolio to diversify returns and risk."

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Market Commentary: Some Favorite Charts from 2024 and a New Congress Is Sworn In

Carson Wealth

Our general view is that lower taxes, deregulation, higher fiscal deficits, and lower interest rates are all policies that tend to have a positive impact on corporate profits, which in turn support stock gains. The S&P 500 fell over 6% in 2018 as the Fed tightened policy, and the trade war was raging.

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Could Complexity Be Better Than Simplicity?

Random Roger's Retirement Planning

Torsten Slok blogged about how ineffective bonds have been in terms of providing any return or diversification benefits lately in the context of a 60/40 portfolio. The third portfolio is just the Vanguard Balanced Index Fund (VBAIX). Despite all the leverage, Portfolio 1 has a very smooth ride including up a lot in 2022.