Education Corner – Seven Deadly Sins

In life there are seven deadly sins. Pride, Avarice (Greed), Lust, Envy, Gluttony, Wrath (Anger) and Sloth (Apathy). And there are seven corresponding virtues. Humility, Charity, Chastity, Patience, Temperance, Kindness and Diligence. In the stock market there are quite a few Deadly Sins. Some of them are the same. Greed, Gluttony, Sloth, Ignorance, Wrath and…

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Education Corner – TAX Loss Selling

We are approaching June and it’s a good time to start talking about tax loss selling in stocks, something that we should all think about in May rather than June. It works like this. Assuming you pay Capital Gains Tax, many of you don't, on June 30th the tax man will freeze your portfolio, add…

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Education Corner – 10 Investment Rules

I have been writing the Marcus Today newsletter for over twenty years and read something called "Farrell's Rules" over thirty years ago. There is an article about "Farrell's Ten Rules" below which you might find interesting, but as I read them, I realise they are a bit old, and I'm sure we can do better.…

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