Tag: "equity"

Taking from the Top 40 Percent

Last week, the Wall Street Journal ran an article written by Scott Hodge of the Tax Foundation.  If we want true income equality, according to Mr. Hodge, income would have to be taken from the top 40 percent of income earners and distributed to the bottom 60 percent.  So redistribution is not just limited to […]

EPI States the Obvious in a New Report About Retirement Savings

A new report by the Economic Policy Institute rehashes what many already know about retirement savers.  This is no surprise coming from an organization that has opposed self-savings initiatives and has instead supported the entitlement status quo.  The EPI’s report shocks and awes with charts and graphs showing the savings disparities between rich and poor, black […]

Nervously Holding Bonds

cialis online     The stock market is getting a bad reputation these days. It waxes and wanes hour by hour depending on everything from who is elected president to the future of twinkies and cupcakes. Never mind that in the grand scheme of things, individual stock returns are really based on corporate earnings, and […]

SOTU: Winners, Losers and a Tax Plan that Makes Me Go “Huh?”

I watched last night’s State of the Union address in hopeful anticipation that all taxpayers, from individuals to small business owners to multinational corporations, could look forward to a fairer, more simplified system. No such luck. Much of the speech was spent pointing out who or what is to blame for the sluggish economy, income […]

How to Help the Poor

Using a new measure of poverty which adjusts for area costs of living, in-kind benefits, health care costs and other factors, the Census Bureau released a new report today (reported -poverty/51108410/1″>here in USA Today) showing that the number of people in poverty is about 49.1 million, 6% higher than the 46.2 million originally estimated in […]

Mattress Investing Revisited

“I've found that when the market's going down and you buy funds wisely, at some point in the future you will be happy. You won't get there by reading 'Now is the time to buy.'”   Peter Lynch The stock market fall of 2008 sent many into a tailspin: moving money, selling equities, taking losses.  Some […]

Running with the Bulls

Nearly two years ago, I received a call from a former college friend of mine.  This was about the time the market was starting to recover from its drastic downturn in the fall of 2008, leaving many investors shaking their heads, selling off and vowing never to return to the Dow Jones again.  During the […]

Housing…A Smart Investment or Just a Place to Live?

In my recent study, Ten Ways to Wreck Your Retirement, I pointed out that relying too much computer animation software on home equity for retirement income can spell trouble. A Wall Street Journal has reiterated the potential pitfalls of relying on a mortgage to make you rich.