UPDATE 9.11.23: I wrote this to you about ten years ago, and it still applies today as much as it did then. Originally posted September 24, 2013. This year the tax on dividend paying stocks for the highest wage earners, thanks to Obamacare, is 23.8%. One way to avoid this tax altogether is to invest […]
75 Years Later, LPs Still Selling
UPDATE 9.5.23: In 2023, the first company in nearly 90 years will be pressing vinyl albums in Wisconsin. Barry Adams reports for the Wisconsin State Journal, writing: CROSS PLAINS — Nostalgic sound has become a business model for Dave Eck. Since around 2008, the Madison native has owned two identical, high-tech German lathes to cut […]
Your Survival Guy at Fidelity and Your RMD Compliance
Originally posted April 21, 2023. Staying on top of your IRA RMD can be a hassle, especially with the IRS changing the start dates. The new one is age 73. As I wrote back on December 19, 2022, when I worked at Fidelity Investments in the mid-90s, I was at FIRSCO. What the heck is […]
Ron Paul: “Freedom and Central Banking Are Not Compatible”
UPDATE 8.25.23: On the Ron Paul Liberty Report, former congressman and presidential candidate, Dr. Ron Paul, warns Americans about the threat growing debt poses to their liberty and prosperity. Watch: UPDATE 6.19.23: Recently on his Rumble channel, The Ron Paul Liberty Report, former congressman and presidential candidate Dr. Ron Paul discussed the secret workings of […]
What Do You Know About Vanguard’s Wellesley Income Fund?
I was recently asked some questions about Vanguard’s Wellesley Income Fund by a business associate. Below is a short summary of the questions and my answers. The first question was, “Who manages Wellesley Income Fund?” The answer is Wellington Management Company, which I have had dealings with from my earliest days in the industry at […]
HELP: Your Survival Guy is Under Immense Pressure
Your Survival Guy’s under immense pressure. (I thought you’d enjoy reading that). But it’s real. I can feel it. And I’m not talking about investing. I can handle that kind of pressure. No, I’m talking about planning for holiday weekends and special anniversaries. One evening this week, Your Survival Guy was in the kitchen sipping […]
Serving Two Masters is No Way to Invest
Are you working with a fiduciary? What is a Fiduciary? In “The Fiduciary Principle: No Man Can Serve Two Masters,” the founder of The Vanguard Group, John (Jack) Bogle, explained the fiduciary duty as follows: “The fiduciary is expected to act at all times for the sole benefit and interests of the principal, with loyalty […]
The Four Most Important Words in Investing
UPDATE 6.7.23: Stocks have been rallying and Wall St. has been betting on Federal Reserve rate cuts this year. But, reports Matt Grossman in The Wall Street Journal, investors are having second thoughts about big rate cuts in 2023 after the economy has proven more resilient than predicted. Grossman writes: Persistent strength in the economy has wrong-footed […]
How Does Wall St. Push Companies to “Go Woke?”
The customer backlash that recently hit Anheuser-Busch and Target after their marketing departments decided to embrace woke ideology is, according to one former Anheuser-Busch employee, forced on the companies by Wall Street. Fox News reports on the former Anheuser-Busch executive’s view of “woke corporate governance.” Charles Creitz writes for Fox News: Woke corporate governance, which […]
How Activists Have Weaponized Corporate Boards
Your Survival Guy is focused on you, the millionaire next door, who wants to enjoy travel and family in retirement. You may even be the type of saver who doesn’t want to stop working completely because you enjoy the skills you’ve developed over decades of working hard and saving til it hurts. When you invest […]
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