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• Consumption Smoothing
• Financial Planning
• Home Ownership & Mortgages
• Retirement

• Yes, You Can Have Too Much of a Good Thing

  Q. My wife and I have about $320,000 of investments. About a third of that amount is invested in two royalty investment trusts. One is oil-based, and the other is in natural gas. Even after the recent dunking the energy market has taken, we are still... Posted Jan 19 2006, 02:40 PM by scottb with | with no comments Filed under: Consumption Smoothing, Government, Taxes & Other Disasters, Home Ownership & Mortgages, Income Investing, Q&A (from print), Retirement

• A Government Funded Bull Market? No Way.

  Q. I love conspiracy theories and just came up with this one. What would prevent the incumbent federal government from buying just enough stock on a daily basis to keep the market from taking a nose dive and perhaps driving it up just a tad before the... Posted Oct 28 1996, 08:13 AM by scottb with | with no comments Filed under: Financial Planning, Government, Taxes & Other Disasters, Income Investing, Q&A (from print)

• Moving To The Southwest, From Canada

  Q. We are considering moving to work in Dallas in the near future. If you could please give me an idea after all kinds of mandatory and basic deductions from different levels of government and probably insurance companies, what would the net be for annual... Posted Oct 07 1996, 08:49 AM by scottb with | with no comments Filed under: Government, Taxes & Other Disasters, Income Investing, Q&A (from print)

• Homeowner Gains Can Be Rolled And Not Taxed

  Q. I sold my home after age 55 so I qualified for exclusion of gain. I bought another home for a higher price and elected to postpone gain on sale of the first home until sale of the second home, on which I also made a profit. I thought that I could exclude... Posted Sep 23 1996, 12:36 PM by scottb with | with no comments Filed under: Government, Taxes & Other Disasters, Income Investing, Q&A (from print)

• The Flat Tax Isn't Here Yet

  Q. Many of us middle class oldsters bought muni bond funds or unit trusts at par. Since we are in retirement our primary concern at this point is not for the interest, but for the effect of the flat tax rate on the capital which we feel must be preserved... Posted Dec 28 1995, 12:57 PM by scottb with | with no comments Filed under: Government, Taxes & Other Disasters, Income Investing, Q&A (from print)

• A Lot of Ups and Downs Between Buying and Selling

  Q. Can you tell me what approximate return per year one can expect on each $1000 invested in a good stock fund? I have in mind to hold the investment until I need the money and then sell. ---H.E., Dundee, IL A. Expecting clockwork-like returns on equity... Posted Sep 16 1995, 11:13 AM by scottb with | with no comments Filed under: Government, Taxes & Other Disasters, Income Investing, Q&A (from print)