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With limited exceptions, the IRS requires American citizens with dividends and capital gains from sources outside the US to report that income on their tax returns. Here are the basics. Read More

  • March 19, 2010

We’ve been right about the general uptrend over the past year in PF. Sit tight and remain calm during the inevitable pullbacks the market throws our way. Read More

  • March 18, 2010

The three mjor US indexes finished almost flat. Reports indicate that with the Fed keeping rates low, the economy will continue to expand without rising inflation. Read More

  • March 15, 2010

The three major US indexes finished with mixed results but at the best levels of the day with blue chip stocks driving fundamental momentum. Read More

  • March 15, 2010

Portfolio news from the week--China Mobile (Hong Kong: 941, NYSE: CHL), Goldcorp (NYSE: GG) and CMS Energy (NYSE: CMS). Read More

  • March 13, 2010

One of the most important lessons I learned from my accounting instructor years ago was that the investment valuation process involves a lot more than calculating a bunch of ratios and putting them into some sort of a grand formula to understand a stock’s true value. Read More