Tag Archives: Boglehead

Investing: Dividend Aristocrats Versus Bonds

A few weeks ago, Mel Lindauer expressed his worry that the super-low yields offered by bonds these days have people considering questionable move: switching money out of bonds and into dividend-bearing stocks in a search of more income. “People look around and there’s nowhere to turn,” said Lindauer of the fixed income market. “I’m really concerned. I’m concerned that people are talking about possibly going into equities to get the 2.5% yield and forgetting about the risks in equities.”

Larry Swedroe added his voice to the chorus of concern in his MarketWatch column last week. High-dividend stock strategies “are poor substitutes for either a high-quality bond approach or [a] diversified stock approach,” Swedroe writes, Continue reading

Obama’s Tax Deal in Progress, Boglehead Taylor Larimore Offers Year-End Tax Tips

Taxes are the single biggest drag on investor returns, says Taylor Larimore, the well-known moderator of the Bogleheads’ investing board. Now with Washington having come to some agreement on taxes, and moving toward extending the current tax status quo for two years, there’s no excuse for not putting some attention on your taxes. As a former IRS Revenue Officer, Larimore has a special interest in tax planning as it relates to mutual fund investing. He recently published his 2010 year-end tax tips for investors, and tells Portfolioist in an email interview (below) that sticking to smart tax planning, can make a big difference. Continue reading