Winning at Life with Gregory Ricks

The Daily Wrap: 02.27.20


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00:14 - John in Elmwood wants to know how much he will owe in taxes on his stock sales. Is it a Capital Gains tax rate? How long was the stock owned? Do you have more losses than gains? It's a complicated question.

04:34 - Dwayne Stein from Mortgage Gumbo is incredibly enthusiastic about the record low interest rates in the bond world that foreshadow lower rates ahead.

13:27 - Historically speaking, treasury bonds are at the lowest rates we've ever seen, and that changes the math for those who are looking for safe yield.

22:50 - A Black Swan event like the Corona Virus is a painful reminder for some people they need to blend their risk levels within their portfolios.

26:34 - Norman in Garyville is getting close to his Full Retirement Age, but isn't getting much help from Social Security employees on how to max his benefit.

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Winning at Life with Gregory RicksBy Winning at Life with Gregory Ricks