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How to Pay No Taxes: 10 Strategies Used by the Rich – Businessweek

How to Pay No Taxes: 10 Strategies Used by the Rich – Businessweek

How to Pay No Taxes: 10 Strategies Used by the Rich – Businessweek.

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California Pension Shortfall

From a new SIEPR report on the grotesque pension underfunding problems at California’s major plans

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Bloomberg: Recession Repeat Lurks Without White House Truce

Bloomberg: Recession Repeat Lurks Without White House Truce

An interesting article, drawing a parallel between the government’s behavior toward the financial industry during the Great Depression, and today.

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Limits of Diversification

Limits of Diversification

I had planned to write a piece on the limits of diversification, at a time when the underpinnings of almost every asset class is based on the twenty-five year bull market in interest rates.  However, the following article from The Economist is well-presented. All bets are off Oct 30th 2008 From The Economist print edition [...]

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When 401(k) Investing Goes Bad

At a time when everyone is worried about their retirements accounts, I thought the following article might offer some perspective. Teachers in West Virginia offer a valuable lesson for what not to do By JENNIFER LEVITZ Wall Street Journal August 4, 2008 Seventeen years ago, West Virginia school employees joined millions of workers nationwide in [...]

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The Illusion of Control

The Illusion of Control

The Wall Street Journal ran a recent article on a new variation of target-date and life-cycle mutual funds (which automatically adjusts the stock and bond allocation as a targeted retirement date approaches). The new “target payout” and “managed payout” funds adjust the stock and bond mix to provide a steady, above-market rate of return to [...]

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Psychology

“If a betting game among a certain number of participants is played long enough, eventually one player will have all the money. If there is any skill involved, it will accelerate the process of concentrating all the stakes in a few hands. Something like this happens in the market. There is a persistent overall tendency [...]

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