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Bonds and Rising Rates
Summary When stock markets are not doing well, ETFs tied to long-term US treasuries (loans to the US government) are one of the next best options available in the Tines Capital algorithms. Unfortunately, the use of long-term US treasuries over the last year has been a drag on the Tines Capital algorithms. Naturally this raises … Continue reading Bonds and Rising Rates
Trend Following 1900-1949
Summary The last 12 months have been a particularly hard time for Tines Capital’s active strategies. When strategies of any type are performing poorly, it makes sense to get nervous. Of course, patience and consistency are often the appropriate choice. One of my personal antidotes to getting nervous is diving into what has happened in … Continue reading Trend Following 1900-1949
Tax Forms For Retirement Accounts
Summary In regard to tax forms, keep a copy is the best policy. There are two important documents that most retirement account users will receive over the years, forms 5498 and 1099-R. You may not receive one of these every year. If you receive one, it is a good idea to keep a permanent copy … Continue reading Tax Forms For Retirement Accounts
Don’t miss the Dividends
Don’t let your investment accounts be an additional source of stress for you loved ones when you die. Most retirement accounts and investment accounts allow you to designate people or charities to receive your assets in the event of your death. No one wants to think about their own death, but for the sake of your loved ones, take a few minutes to make sure your beneficiaries are set correctly!
What Happens When You Die?
Don’t let your investment accounts be an additional source of stress for you loved ones when you die. Most retirement accounts and investment accounts allow you to designate people or charities to receive your assets in the event of your death. No one wants to think about their own death, but for the sake of your loved ones, take a few minutes to make sure your beneficiaries are set correctly!
End of Roth Conversions?
Summary Roth conversions and backdoor Roth contributions are on the chopping block in congress. It is too early to know what will happen for sure, but there are some indications that this year may be the last chance to move money from a Traditional IRA to a Roth IRA. This type of transfer, a Roth … Continue reading End of Roth Conversions?
Boo! It’s the Tax Man!
Summary Don’t let fear of taxes push you towards bad investments. There are many salesmen out there that get a commission to scare you with the tax boogie man and convince you to invest in inferior investments. You do not need an offshore account or whole life insurance to legally pay a low tax rate! … Continue reading Boo! It’s the Tax Man!
It will get bad!
Summary Things are going to get bad at some point in the future, for one of a million reasons, for an unknown length of time. This is a fact of life and something you must come to terms with as an investor. The world always has been and always will be uncertain. There is no … Continue reading It will get bad!
How to Open a Brokerage Account
Saving for your future is much easier than you may think. You can also start with as little as $100 using IBKR Lite. This video will show you step by step how you can start your own Roth, IRA, or regular brokerage account. You can manage this account on your own, ask Tines Capital to … Continue reading How to Open a Brokerage Account