In Plus Episode 327, we first review some new Plus membership options for existing members. Then we evaluate whether a member should sell her individual taxable stocks as she prepares for retirement. We help a couple decide how to invest savings that will be used for a downpayment on a house at an uncertain future date. Finally, we assist a member in analyzing what it means for his employee stock and options holdings now that his employer has announced a 10-to-1 reverse stock split. … [Read more...]
155 Plus: Panic Spreads, Bond ETF Behavior and Living On Distributions
This week April 29, 2017 on Money For the Rest of Us Plus we look at current spreads for commercial paper, LIBOR and bond yields. We answer a member's question about investing money for a housing down payment. We look at whether taking capital gains and income distributions impacts and investor's future returns for stocks and bonds. Finally, we look at the price behavior of ETFs when interest rate changes and look at an unusual phenomenon of how ETF prices act when interest rates are … [Read more...]