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Investment

57 Topics 102 Posts

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  • 2 Topics
    2 Posts
    R

    How do I understand the pricing of a Texas municipal bond listed at, say, 102, given the possible state tax benefits from municipal bonds? Does that imply paying $1020 for a $1000 face value, and what elements affect this pricing?

  • 11 Topics
    21 Posts
    M

    If you prioritize reliable long-term appreciation in a blue-chip location, then a 4.2% cap rate makes sense.
    But if maximum cash flow with potentially more aggressive value-add plays is your focus, then a 5.5% cap rate in the neighboring area could be more appealing.
    A prime location offers stability and value retention, but a higher cap rate area gives you better cash flow, but the risk factor is high.

  • 14 Topics
    27 Posts
    M

    Yes, shifting VEA to Roth is more tax-smart, as Roth IRS offers tax-free growth and withdrawals, which makes it good for higher-yielding or less tax-efficient assets.

    Consider VEA's higher dividends in taxable accounts. Analyze the long-term growth and tax implications of both VEA and VWO within your Roth account for tax-efficient international allocation.

  • NYSE
    Nasdaq
    24 Topics
    41 Posts
    M

    A complete withdrawal to influence US legislation carries significant financial risk and uncertain political impact. The US market is vast, and the impact of even a large outflow might be limited. Every international investor should prioritize financial stability over political influence.

    There are better ways for investors to approach, like

    Engage U.S. policymakers diplomatically and advocate their concerns. Invest in value-aligned firms to influence corporate policy. Collaborate with other international investors to amplify voice and concerns.

    I guess the more strategic approach will always benefit.

  • 5 Topics
    9 Posts
    L

    I am planning to deposit a 19-month CD at 4.45% versus a high-yield savings account (HYSA) at 3.85% for $60,000. What are the key factors to weigh for this investment? Could you please let me know which option is the best at the moment?

  • L

    Should I invest in Scott's investment platform?

    2
    0 Votes
    2 Posts
    27 Views
    M

    Scott's platform is not a prominent name in the US investment scene right now, yet it provides an intuitive interface with a negligible fee structure, Investors trade stocks, ETFs, and mutual funds in various account types, including retirement and taxable ones.

    The Scott platform also offers portfolio tracking and automated investing, making it a viable option for both beginners and experienced traders looking for diverse investment choices.