In our first nine episodes of Show Us Your Portfolio, we spoke to some great investors and looked at some really interesting investment approaches. But one thing we noticed about…
Tag: taxes
Ritholtz Wealth CFO Bill Sweet Talks the Biden Tax Plan, Direct Indexing and Lessons From Their Rapid Growth
This week we talk to Ritholtz Wealth CFO Bill Sweet. Bill has had a very unique career, which started serving our country in the military and also included a stint…
Another Reason to Quit Mutual Funds for America’s Rich
The increase in capital gains tax for wealthy investors proposed by the Biden administration could accelerate the shift away from mutual funds. This according to a recent article in Financial…
Mario Gabelli on the Macro and Micro Economic Landscape
In a recent CNBC interview, GAMCO chairman and CEO Mario Gabelli shares insights regarding the post-election investing landscape. Regarding his focus, Gabelli said “we look at the economic landscape with…
Excess Returns, Ep. 41: Is Direct Indexing the Future of Investing?
Technology has allowed all of us to personalize many aspects of our lives. Rather than accept products tailored to a wide range of people, we are now able to customize…
An Interview with Arthur Laffer
A recent article in Barron’s recounts an interview with Arthur Laffer, an economist, who gained notoriety in 1974 by illustrating on a napkin his view on the relationship between growth…
Warren Pieces: Buffett on The "Investor’s Misery Index"
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1979 Letter to Shareholders, Warren Buffett talked about the impact that inflation and taxes can…
Warren Pieces: Buffett on The Tax Advantages of Thinking Long Term
A periodic look through the archives of the greatest investor in history In Berkshire Hathaway’s 1989 Letter to Shareholders, Warren Buffett talked about why Berkshire’s long-term approach has some nice…
OSAM On How To Beat The Tax Man
Often times, investors overlook a key part of portfolio management when buying and selling stocks: tax impact. But in a recent research report, quantitative investing guru James O’Shaughnessy’s firm offers…
Buffett on Why the Wealthy Pay Lower Tax Rates Than Middle Class -- And Why They Shouldn't
With the federal government running huge deficits, Warren Buffett says it’s time to raise taxes on the wealthy — who, he says, often end up paying much lower tax rates…
