The Investor Coaching Show with Paul Winkler

The current administration has repeatedly said it plans to raise taxes on corporations. One listener is concerned that this could hurt stock prices. Today, Paul and his team look through the history of tax increases to see if you should be worried. Listen along to hear how companies and markets respond to this kind of rhetoric from the government and what we can expect. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

A step up in basis is when an asset is revalued to today’s value after it has been inherited. This can have a big impact on the capital gains tax paid. Today, Paul shares his take on whether you should sell or keep stocks based on this step up in basis. Listen along to hear if this tax law could change and to learn how to make informed decisions with your assets. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

This week Paul answers this question from a listener: I’m 73 years old. So, is it too late to do Roth conversions? Listen along to hear Paul talk about tax law around IRAs and inheritances, Required Minimum Distributions(RMDs), and some things you need to know about making Roth conversions at that age. If you have a question and want to ask the Investor Coach, you can go to our website and submit it at paulwinkler.com/question.

A recent study shows that US bond owners have to wait 57 years for the bond prices to outpace inflation. Paul talks about why bonds perform so poorly against inflation, the benefits of bonds, and how some investors could really hurt their portfolios by being over committed to them. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Some investment companies out there are taking advantage of investors. Between encouraging children to buy and sell stocks to telling investors there are no fees but making enormous profits, there is a lot to avoid in the world of investing. Today, Paul and his team talk about these practices so you can protect yourself from predatory investment companies. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

This week Paul and his team answer a listener question: Shouldn’t we be investing in the industries and companies of the future? Paul and Evan talk about the oil industry, electric cars, battery technologies, and how these industries should be reflected in your portfolio. Listen along about why it might be a good idea to own an electric car but a bad idea to invest in the company that makes them. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

The federal deadline to file taxes has been moved this week to May 17th. This change also affects the date to file for State Taxes and make certain retirement contributions. Paul and Evan talk about taxes, what you need to know, and what to do before filing. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

It’s easy to get confused about why we own bonds in our portfolio. Paul breaks down the key roles bonds have in your investment strategy. Listen along to hear what bonds are, why they create investment success, and one reason not to buy bonds. For more information about what we do and how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

The Investment Company Institute (ICI) finds that only 12% of people who fund 401(k)s also make Roth IRA contributions. Today, Paul and his team talk about why funding a Roth IRA is a powerful tool in your investment future. Listen along to hear how these accounts can be used to create advantages in retirement, even if tax law changes. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Paul has seen more clients wanting to put half of their money with one company and half of their money with another to compare portfolios. To most investors, that seems like a smart idea. It gives you an opportunity to see how each portfolio will perform. Today, Paul explains how it’s a recipe for judging a portfolio based on past performance, marketing timing, and how it can hurt instead of help your investments. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.