Portfolio management with long-term focus
The tax reform that is long overdue is going to impact almost everyone. As part of this, all the existing tax deductions will be examined, and some of them may be removed altogether. The interest on a home mortgage is currently tax deductible up to a maximum limit of 500k for single and a million … Continue reading Will mortgage interest deduction survive tax reform?
The record low levels of unemployment and its ramifications currently are somewhat puzzling. Under normal circumstances, this would generate a wage growth in the economy, which in turn triggers inflation. But, that is not what is happening now. The twin dynamic of Globalization and Technology are severely restraining any wage growth. Normally, the low unemployment … Continue reading Low unemployment = Subdued inflation?
A big dividend is enticing, after all what not to like about making more money. But, certain degree of skepticism is warranted when this yield becomes unusually higher in a very short time. Currently, there are certain stocks that fit this criteria, especially in the battered retail sector. The onslaught of online e-commerce on … Continue reading High dividend yielding stocks – Be skeptical!
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