Tax efficiency in investing how to maximize after tax returns
Dickson explains tax considerations for taxable and non taxable investors. Investors should trim tax-inefficient funds, use tax aware strategies, and consider tax managed and index funds to maximize after tax results. Roth IRAs offer tax free retirement growth but have limits.
MENTIONED IN THIS ARTICLE
Dickson
Standard & Poor
S&p
U.S
Vanguard
Small cap funds and foreign picks lure careful investors
The piece surveys top small cap and international funds led by Bill Dutton of Skyline Special Equities and Longleaf Partners SmallCap with 18 percent five year returns. It highlights Vanguard Index Trust Small-Cap, Artisan International and Montgomery International Growth, naming managers Mark Yockey and Irwin Jacobs, stocks Kao Kao Corp Kirin Brewery and Metronet. Investors are urged to choose funds over stock picking.
MENTIONED IN THIS ARTICLE
Ibbotson
Value Line
Bill Dutton
Skyline Special Equities Fund
S&p
Skyline
Dutton
Longleaf Partners
SmallCap
Mason Hawkins
Staley Cates
Longleaf
Ariel Appreciation
Vanguard
Index Trust
Artisan International
Mark Yockey
Morningster
Susan Belden
Brian Kelly
Artisan
U.S
Lipper, Inc
Yockey
Metronet Communications Corp
MNC/B
Toronto Stock Exchange
Irwin Jacobs
Montgomery International Growth
Morningstar
Morgan Stanley
Mongtomery
John Boich
Oscar Castro
Kao Corp
KAOCY
Kao
Kirin Brewery Co., Ltd
Kirin
Metronet
Lason
UPS Refund Granted for Undelivered Christmas Cookies
A Elyria resident reported an undelivered package of Christmas cookies with UPS charging $22.50. A UPS official quickly approved a $42.50 refund and apologized, with a check to arrive next week.
MENTIONED IN THIS ARTICLE
Laura
UPS
Pauline Laboda
Elyria
Ohio
Pauline
United Parcel Service
Tom McCauley
Gonneaut
Letter Submission Details for Dover Ohio Citizen
Write to her at P.O. Box 8 Dover Ohio 44622 0006 or lyeomans ohiocitizen.org Include your phone number and a self addressed stamped envelope Yeomans reserves the right to edit and print letters.
MENTIONED IN THIS ARTICLE
P.O
Dover
Lyeomans
Ohiocitizen.org
Yeomans
Liability rules for parents and minor children in Ohio
Law You Can Use explains when parents may be liable for a minor or adult child. It covers negligent entrustment and license liability for underage drivers, constructive possession of drugs, parental duty regarding medical care, emancipation limits, and custody risks under Ohio law.
MENTIONED IN THIS ARTICLE
Cathy Stork
Delaware
Ohio
Cathy
Tom Dilling
State Medical Board of
Massage Thera
Pist
Dilling
Wow.stateoh.us
Med
Lawyers of Ohio
Ohio State Bar Association
Dick Graham
Cuyahoga County
Confidence Boosts to Beat Workplace Burnout
A reader aged 54 with 15 years at one company seeks help for burnout. Experts say stay put now while addressing stress with a psychologist, build confidence, and evaluate realistic career options.
MENTIONED IN THIS ARTICLE
Marshall Colt
Corporate Psychological Management
Denver
Colt
UAW sues state over workers' comp payback plan
The United Auto Workers filed suit in Columbus against Ohio's plan to refund 633 million dollars in workers' compensation premiums to employers. UAW argues the Bureau of Workers' Compensation lacks authority and funds should stay in trust for injured workers. The union warns rebates could hinder future benefits.
MENTIONED IN THIS ARTICLE
UAW
State
Columbus
United Auto Workers Union
10Th District Court of Appeals
State Bureau of Workers’ Compensation
Warren Davis
Ohio
Bureau of Workers’ Compensation
Harris
Bureau
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American Heat Association
Elyrian
State Board of Psychology
S, High St
Counselor and Social Worker Board
S. High St
Laura Yeomans
Eee
Finn
U.S. Department of Labor’s
Bureau of Labor Statistics
Project Management Institute
Newtown Square
Carol Eleiman
The
Chicago Tribune
Cileiman
Tribune.com
Carol Teleiman
Jim Harris
Uawcap Council