“Investor demand for distressed property has been healthy, as rents rise to levels that can cover investors' costs while they wait for properties to appreciate. Giving investors a small tax break should further juice up demand, supporting prices for distressed homes and the market in general.” GivingShouldHas BeensHomeWaitingLevelsBreakHealthyCostDemandTaxesAppreciatePropertyInvestorsJuiceGiving InTax Breaks Author:Mark Zandi
“"Average" isn't so hot at the race track given those steep track takes. "Average" is pretty decent for stocks, something like 6 percent above the inflation rate. For a buy-and -hold investor, commissions and taxes are small.” GivenRaceTaxesPercentHotRateAverageTrackDecentInvestorsInflationSteepRace Track Author:William Poundstone
“Republicans want to punish work and reward wealth; hence the high payroll tax and the low dividend tax. Said one Bush economic adviser, if we can't help wealthy investors and screw working people, what's the point in being a Republican?” PeopleIfsWantSaidHelpingWealthEconomicRepublicanTaxesLowsRewardsWealthyInvestorsScrewsAdviserDividendsPayrollPayroll Tax Author:Paul Begala
“The tax-exempt privilege is a feature always reflected in the market price of [municipal] bonds. The investor pays for it.” PayTaxesPrivilegeFeaturesInvestors Author:Louis D. Brandeis
“While it is probably a poor idea to own actively managed funds in general, it is truly a terrible idea to own them in taxable accounts... taxes are a drag on performance of up to 4 percentage points each year... many index funds allow your capital gains to grow largely undisturbed until you sell... For the taxable investor, indexing means never having to say you're sorry.” YearsMeanIdeasGrowsPoorTerribleTaxesGainsPerformancesAccountsSellsSorryInvestingFundInvestorsDragPercentagesCapital GainsIndex FundsIndexing Author:William J. Bernstein
“Index funds are... tax friendly, allowing investors to defer the realization of capital gains or avoid them completely if the shares are later bequeathed. To the extent that the long-run uptrend in stock prices continues, switching from security to security involves realizing capital gains that are subject to tax. Taxes are a crucially important financial consideration because the earlier realization of capital gains will substantially reduce net returns.” IfsLongImportantRunningRealizingShareSubjectsSecurityReturnTaxesGainsInvestingFinancialRealizationConsiderationFriendlyFundAllowingInvestorsLong RunsSwitchingStock PriceCapital GainsIndex Funds Author:Burton Malkiel
“Selling, in particular, can be a challenge; many investors are tempted to become more optimistic when a security is performing well. This temptation must be resisted; tax considerations aside, when a security reaches full valuation, there is no longer a reason to own it.” WellsReasonChallengesSecurityParticularTaxesSellingOptimisticTemptationPerformingConsiderationInvestorsTemptedValuationPerforming Well Author:Seth Klarman
“I have legally used the tax laws to my benefit and to the benefit of my company, my investors and my employees. I mean, honestly, I have brilliantly - I have brilliantly used those laws.” MeanLawUsedCompanyTaxesBenefitsHonestlyEmployeeInvestors Author:Donald Trump
“There are certain areas where foreign investors can help the local people to generate wealth, and improve their quality of life. Some companies, for example, Del Monte, which produces pineapples in Kenya, pay a huge amount of taxes, I am sure, to the Kenyan government, and they do create jobs for thousands of locals.” PeopleHelpingGovernmentJobsCertainWealthPayQualityCompanyExampleProduceHugeAmountTaxesAreasLocalsInvestorsQuality Of LifeKenyaPineapples Author:Wangari Maathai
“One measure for promoting both stability and fairness across financial market segments is a small sales tax on all financial transactions - what has come to be known as a Robin Hood Tax. This tax would raise the costs of short-term speculative trading and therefore discourage speculation. At the same time, the tax will not discourage "patient" investors who intend to hold their assets for longer time periods, since, unlike the speculators, they will be trading infrequently.” TaxesPatientFinancialStabilityInvestorsFairnessTradingSpeculationDiscouragingHoodRobin Hood Author:Robert Pollin