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Linn Energy Looks to Ease Tax Hit on Investors
Master limited partnership is exploring a change to corporate structure that could shield investors from the fallout of a likely debt restructuring The Wall Street Journal | Liz Hoffman, Matt Jarzemsky and Laura Saunders| March 9, 2016 For some energy...
Ted Cruz Is Making One Texas-Sized Investing Mistake
Kerri Anne Renzulli |Time.com | March 01, 2016 You might be making it too. This is part of an occasional series of articles looking at the presidential candidates’ own finances. The first examined Jeb Bush’s portfolio. Republican presidential hopeful and...
The Big, Costly Investing Mistakes That Jeb Bush Is Making
Kerri Anne Renzulli | Time.com | February 19, 2016 Too many funds, too little clarity, and too high fees. This is the first of an occasional series of articles looking at the presidential candidates’ own finances. It was published the...
In Investing, Winning Means Being Average
Wednesday, March 24, 2015 | Joe Alfonso, GoLocalPDX Contributor There is a long-running debate regarding whether it is possible for an investor to outperform the broader stock market consistently over time. There are those who believe that there are investors...
How to Behave in the Face of Stock Market Volatility
Wednesday, January 07, 2015 | Joe Alfonso, GoLocalPDX Contributor The stock market, both in the US and abroad, has been turbulent again of late. On Monday, January 5, the Dow Jones Index dropped over 130 points, or 0.75%, and yesterday,...
The Hazards of Investing In High Turnover Mutual Funds
Wednesday, December 17, 2014 | Joe Alfonso, GoLocalPDX Contributor Morningstar, the Chicago-based mutual fund rating firm, recently reported on the 2014 performance of various funds (“The Winners and Losers of US Equity Funds in 2014”). One of the funds listed,...
The Lesson from the Bill Gross Saga: Invest in Markets, Not Managers
Wednesday, October 29, 2014 | Joe Alfonso, GoLocalPDX Contributor It’s been interesting to follow the recent handwringing in the financial press about Bill Gross, the bond fund manager, and his abrupt departure from the investment firm, PIMCO. For those of...
How to Make Sure Your Retirement Portfolio Lasts As Long As You Do
Wednesday, October 15, 2014 | Joe Alfonso, GoLocalPDX Contributor Imagine that you‘ve reached the end of a long working career. The house is paid off, the kids have finished college and your retirement savings have grown to be worth $1M...
Smart Saving And The Magic of Compounding
Wednesday, September 10, 2014 | Joe Alfonso, Personal Finance Expert, GoLocalPDX As investors, we all worry about the performance of our portfolios. We worry whether our money will earn enough to help us meet our goals and if we are...
Money Talks: Four Tips for Successful Investing
Wednesday, September 03, 2014 | Joe Alfonso, Personal Finance Expert, GoLocalPDX You’ve got money to invest but you’re worried about wading into the morass of financial decisions that might entail. Don’t. In spite of what financial pundits and many investment...