Taxes and Investing

The Master Archive!

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How to Buy an Individual Stock (If You Must)

By Keith Schroeder / November 17, 2017 / 5 Comments

Good fortune has struck the Accountant household again. Cash has piled up while the retirement accounts are maxed out. Significant funds were added to the non-qualified index funds and there is still cash waiting for investment. I’m generally uncomfortable with too much uninvested cash. Never one to time the market (not that I haven’t tried,…

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Your Share of Passive Income

By Keith Schroeder / November 13, 2017 / 15 Comments

The biggest risk most people have when it come to building wealth is putting all their eggs in one basket. Having one full-time job supplying you with 100% of your income means you are either doing well or in a crisis. Wealthy people and large corporations have multiple streams of income and continually work to…

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Camp Accountant

By Keith Schroeder / November 10, 2017 / 15 Comments

Over the last few weeks and months I’ve added secret messages in plain view on this blog. The easiest cipher (I thought) was on the Where Am I page. Over the last few months nobody said a word. When I finally added the easier cipher on the Where Am I page only one person contacted…

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Real Estate versus Index Funds

By Keith Schroeder / November 6, 2017 / 31 Comments

As you work toward financial independence the question pops into your head: Which investment is best to get me there?  Index funds usually, or at least should, top the list. Real estate is not far behind. People wrongly believe real estate is a better investment vehicle than a broad basket of stocks. The first fallacy…

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When Maximizing Gains are a Stupid Idea

By Keith Schroeder / October 25, 2017 / 7 Comments

There are times thinking like an accountant determines how much of your hard-earned money you get to keep and how well your investments perform. Money isn’t the only thing accountants think about either. Time is more important than money by a long shot and plays into the equation every time. This past week my oldest…

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Dangerous Bloggers

By Keith Schroeder / October 9, 2017 / 15 Comments

Who is the most dangerous blogger on the internet today? This is a serious question. Think about it for a while. What characteristics would cause a blogger to become dangerous? To start, the blogger would need an audience to be dangerous. A blog with a modest, but fast growing, audience would have an increasing influence…

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The Indispensable Man

By Keith Schroeder / October 6, 2017 / 7 Comments

My last post on questions wealthy people ask their accountant struck an unexpected cord. It also uncovered a serious problem that has plagued this blog since the beginning. The majority of bloggers come from one of two camps: they write a blog while in retirement or write while working for retirement. Blogging is a lot…

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7 Questions Rich People Ask Their Accountant

By Keith Schroeder / October 4, 2017 / 53 Comments

A year ago I started tracking the questions clients asked me. Clients were put into three categories: those with income below $50,000; those with income over $400,000; and everyone else in between in the final category. Obsessive-compulsive disorder isn’t the reason for my behavior. I noticed questions frequently were based upon wealth. I needed to…

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