Word: terming
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Dates: during 1990-1999
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...Motley Fool is a different case. The Gardners invest in a wildly popular public forum www.fool.com) and have always posted their results. Why not? They've been spectacular over the long term. But not lately. The Fools lagged the market in '97, and are below par again this year. They too, by the way, say it's no big deal to get average gains of 30% a year, indefinitely...
...enhance access to news and company filings. Use it. And even if you don't beat the market, odds are that any sensible collection of stocks will beat inflation and Treasury bonds over a long period. But don't bank on 25% or 30% a year when the long-term market average is only 11%. And buying Wal-Mart just because the parking lot is full has become a quaint cliche. It might have worked for Peter Lynch in the '80s. But the Beardstown batch tried it in the '90s and discovered yet another recipe--the one for crow...
...able to apply either the old or the new law--a one-time-only chance to have the best of both worlds. The capital-gains tax rate on stocks has been cut, potentially saving you a bundle. But sorting out the handful of different short-, medium- and long-term rates is dizzying...
Here are the important dates: the old rate applies to assets sold before May 7; the new rate applies to assets sold after July 28. In between, for some reason, you get a freebie of sorts: the 20% rate on assets held just 12 months, not the new long-term threshold of 18 months. You can see why good record keeping is important...
That gives you the chance to mismatch a long-term loss with a short-term gain and generate greater tax savings. Say you're in the top 39.6% tax bracket and have no short-term losses but a short-term gain of $1,000. You also have no long-term gains but a long-term loss of $1,000. That long-term loss offsets your short-term gain, rubbing out a $396 tax bill. If you had used the long-term loss against a long-term gain, where 20% is the tax rate, you would have rubbed out only...