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X @Investopedia
Investopedia· 2025-10-17 18:00
Tax Policy & Relocation Considerations - Highlights eight U S states with no income tax [1] - Discusses Washington's capital gains tax [1] - Mentions other taxes likely to be paid in states without income tax [1] - Suggests considerations before relocating to these states [1]
Housing Policies Are in Focus. What Trump Could Have in Store, According to These Analysts
Barrons· 2025-10-14 20:07
Core Viewpoint - Policy changes regarding capital gains, regulations, and land use are potential solutions to address housing issues, as suggested by Raymond James [1] Group 1: Policy Changes - Capital gains tax adjustments could be considered to improve housing market conditions [1] - Regulatory reforms may play a significant role in addressing housing supply and affordability [1] - Changes in land use policies are also highlighted as a necessary step to 'fix' the housing market [1]
X @Bitcoin Archive
Bitcoin Archive· 2025-10-01 20:08
Government & Regulation - US government should consider accepting tax payments in BTC without capital gains implications [1] - This policy would incentivize the US government to accumulate a BTC stack [1]
NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND ANNOUNCES DECLARATION OF REGULAR MONTHLY DISTRIBUTION - NEUBERGER BERMAN REAL (AMEX:NRO)
Benzinga· 2025-09-30 20:30
Core Viewpoint - Neuberger Berman Real Estate Securities Income Fund Inc. has declared a distribution of $0.0312 per share, payable on October 31, 2025, with a record and ex-date of October 15, 2025 [1]. Distribution Details - The Fund plans to maintain a level distribution policy, anticipating regular monthly distributions of $0.0312 per share, subject to market conditions [2]. - Future distributions may include net investment income, net realized capital gains, and return of capital, with compliance to Section 19 of the Investment Company Act of 1940 [3]. Company Overview - Neuberger Berman is an independent investment manager founded in 1939, managing $538 billion across various asset classes for global institutions and individuals [4]. - The firm has been recognized as one of the best places to work in money management for eleven consecutive years [4].
MVF: A Variable Return Of Capital But Still, Perhaps, Worth It
Seeking Alpha· 2025-09-20 05:08
Group 1 - Tim Worstall is a wholesaler of rare earth metals and an expert in scandium, indicating a niche market focus [1] - Worstall is affiliated with the Adam Smith Institute in London and contributes to various media outlets, showcasing his influence and reach in financial discussions [1] Group 2 - The article does not provide specific investment recommendations or advice, emphasizing the importance of individual investor discretion [2] - It highlights that past performance is not indicative of future results, a common disclaimer in financial analysis [2]
X @Investopedia
Investopedia· 2025-09-19 00:00
Rental property ownership has its benefits, but selling can create a big tax hit. Thankfully, there are a few strategies you can employ to reduce capital gains exposure. https://t.co/OrY7uktCRr ...
Tariffs are rolling into the Treasury, but there's another source of rising revenue that is proving to be just as important: the stock market
WSJ· 2025-09-14 15:00
Core Insights - Returns for 2024 indicate a significant 65% increase in capital gains reported through mid-July [1] Group 1 - The reported capital gains for 2024 have shown a notable increase compared to previous periods [1]
Risk vs Reward in Investing: A Beginner’s Guide to Smarter Decisions
The Smart Investor· 2025-09-11 23:30
Core Concept - The article emphasizes the importance of weighing risks against rewards in investing, highlighting that no investment is completely risk-free and that understanding this balance is crucial for achieving financial goals [1][15]. Risk in Investing - Risks in investing are categorized into several types, including market risk, inflation risk, foreign exchange risk, liquidity risk, and default risk [6]. - An example illustrates that while a low-interest savings account offers safety, it risks erosion of cash savings due to inflation, which has averaged 2.36% over the last five years, compared to the historical annual returns of about 8.3% for Singapore's Straits Times Index [4]. Reward in Investing - Rewards from investments can come in various forms, such as capital gains, dividends, and interest income from fixed deposits [5][7]. - Singapore Airlines is cited as a popular dividend stock, having paid out a dividend of S$0.40 over the past 12 months, resulting in a trailing dividend yield of 6.1% based on a share price of S$6.54 [8]. Risk-Reward Trade-Off - The general rule in investing is that higher risk typically correlates with the potential for higher returns, as seen with high-risk assets like cryptocurrencies versus lower-risk government bonds [10]. - Medium-risk assets, such as blue-chip stocks, can offer capital gains and regular dividends, but investors must research the fundamentals of these companies to ensure they can withstand market volatility [11]. Balancing Risk and Reward - Beginners are advised to start with lower-to-medium risk investments and gradually include riskier assets as their knowledge and confidence grow [12]. - Key considerations for investors include their investment horizon, risk appetite, and desired diversification, which will influence the types of financial products they choose [14]. Investment Strategy - The article stresses the importance of not chasing high returns without understanding the associated risks and encourages prudent long-term investment strategies [18].
OPP: The Preferred Shares Are A Good Deal
Seeking Alpha· 2025-08-30 15:40
Group 1 - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income for continuous cash flow [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1] - An active chat room is available for discussions on the latest developments of the portfolio holdings [1]
Truist Financial: The Preferred Dividend Enjoys Excellent Coverage
Seeking Alpha· 2025-08-23 15:40
Group 1 - Truist Financial is the holding company for Truist Bank, which is the oldest bank in North Carolina and has grown to become a top-10 commercial bank in the US [1] - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]