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Tax update for the French

Beaucoup d’entre nous aux Etats-Unis sont en train de préparer les déclarations fiscales. Les informations et liens ci-dessous pourraient vous servir pour rester en règle auprès des gouvernements Américain et Français.

Capital gains - taxes on a loss

Capital Gains - You May Have to Pay Taxes on a Loss!


You meet with your accountant and he informs you that you need to pay capital gains taxes even though the mutual fund you bought posted negative returns. You have not sold any funds or made any portfolio changes. How does this happen?

Good negative returns funds

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Be aware of your emotions - step away from yourself

Be Aware of your Emotions - Step Away from Yourself

 

Dear Friends,

Let's Be Positive!

Let's Be Positive!

 

Dear friends, 

As some of you know, we started to be bullish on stocks in January 2009. The stock market had a great rally between March 2009 and April 2010 (up 80+%)

. Some clients have asked us what do we think today. Like Buffet, Ballmer and Immelt, we are positive!

Negative yielding debt is on the rise

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Pension/defined benefit plan statistics

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Longevity risk

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Sequence risk and impact of skipping a year of retirement distributions

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U.S. GDP real personal consumption expenditures vs. lending economic index

U.S. GDP real personal consumption expenditures vs. lending economic index.png

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