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- Lipper awards: Vanguard the new victor (InvestmentNews)
- Lisa Marie Presley’s messy divorce sheds light on her downward spiral (Yahoo)
<> Susan Hodges
Check out Susan’s site: ABreachOfTrust2016.com
<> Doug’s Trivia
- In the Greek alphabet, where in the sequence of letters is piwas, (or as it’s more commonly known as) the symbol pi located?
<> Haven Life Line
Need life insurance? You could be insured in 20 minutes or less and build your family’s safety net for the future. Use StackingBenjamins.com/HavenLife to calculate how much you need and apply.
- Stacy wants to know at what point should she start investing in taxable brokerage accounts.
Need help with your financial plan? Use this link to schedule a meeting with OG: StackingBenjamins.com/OG
- Check out Adam’s (summarized) letter:
- My wife’s employer offers an associate stock purchasing plan and rather than giving a discount for stock, they make a percentage match contribution. For the sake of ease we will call it 10%. So when we buy $100 worth of stock they match it with a $10 purchase. Of note this is after tax money, not within a 401K. My question is, when it is time to sell, is that 10% match part of my basis or taxed as capital gains?
<> Join us Friday
We’ll have special guest, Joel Larsgaard (of Pour Not Poor) joining in on our Friday discussion.