Tag: capital gains tax
Nov 24, 2025
When Congress created credit unions in 1934, the Great Depression had crippled the banking system. Families couldn’t borrow, small businesses were closing, and banks were collapsing by the hundreds. Out of that chaos, credit unions were born to serve people of modest...
Jun 30, 2025
When Maria needed $400,000 for a down payment on a new home, her broker at a large Wall Street firm offered a solution: “Don’t sell investments and trigger capital gains. Just take out a margin loan.” A margin loan is a line of credit from a brokerage firm, secured by...
Nov 25, 2019
https://www.youtube.com/watch?v=6BVt4nu9CR4 The concept of “Medicare for All” is getting a lot of attention in the 2020 Presidential race. Senator Elizabeth Warren’s promise that it will not cost the middle-class “one penny” has much appeal....
Dec 11, 2017
How to Join the Investor ClassWatch this video on YouTube In discussions of the current tax reform bills, a new buzzword has popped up: “the investor class.” Every time I’ve heard this term on a political talk show, it has been used derogatorily to...
May 23, 2016
More Tax Consequences of President's Proposed BudgetWatch this video on YouTube The current annual US budget, as proposed by President Obama, includes some significant potential changes in tax law. Among these are proposals that could result in higher capital...
