Solo 401(k) Providers and the Pros and Cons

Solo 401(k) Providers and the Pros and Cons

Knowing what Solo 401(k) providers can offer will help you determine if it is the right kind of retirement investing for you. Self-employed? Don't have any full-time employees working for you? It might be time to look into Solo 401(k) providers to find out this...
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How to Fed-Proof Your Portfolio

Friday’s strong jobs report—which raised the probability of a December rate hike to around 70% according to futures markets—initially caused a sharp dip in the major indexes, followed by an end-of-day rally. However, that was followed by more dramatic corrections of about 1% each...
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Drownproofing Your Portfolio

Cabot’s growth advisory letters—Cabot Growth Investor, Cabot Top Ten Trader, Cabot Emerging Markets Investor—use market timing to identify positive market conditions, essentially telling you when the investment surf is up. Their advice is especially important when market conditions are negative. Knowing when to out...
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The Enormous Potential of Chinese Stocks

My stock pick today is an exchange traded fund (ETF) that will give you exposure to the collective performance of all the Chinese stocks that trade on U.S. exchanges. I don’t often recommend ETFs, preferring to research individual companies where I can get edge...
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Fright Night and the Scary Market

It’s hard to ignore Halloween if you work in Salem, Massachusetts. And with the Big Day falling on a Saturday this year and the weather nice, it will likely be an even bigger deal than usual. A quick walk through Salem’s downtown at time...
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An Unexpected Emerging Market Takes Off

When I started writing about emerging markets, if I mentioned emerging markets to most investors, I get a polite, blank stare. And even among those who knew a little bit about emerging markets, suggesting that they actually buy a Chinese (or Indian or stock...
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Immigration and Investing

England has been changing, and rapidly. In recent decades, it’s absorbed hundreds of thousands of immigrants from India, Poland, Pakistan and China (to name the top four). It’s now the third most crowded nation in Europe, after the Netherlands and Belgium.
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When Are Dividends Qualified?

One of the things many investors like best about dividend income is that it can qualify for the lower Federal capital gains tax rate. For investors in the 25% to 35% marginal tax bracket, that’s 15%, and for those in lower brackets, it’s But...
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