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Stocks

SEC opens the door to startup investing

SEC opens the door to startup investing

As reported in the news of the OC Register: A new form of crowdfunding is coming soon that will allow startups to raise money by selling stock to Main Street investors. The Securities and Exchange Commission on Friday adopted rules implementing a 2012 law that opened the door to securities crowdfunding. The vote was 3-1 […]

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As other funds bail on commodities, CalSTRS pursues test drive

As other funds bail on commodities, CalSTRS pursues test drive

SAN FRANCISCO (Reuters) – CalSTRS, the $191 billion California teachers pension fund, is pressing ahead with plans to test the waters of global commodity markets, an asset class that has fallen out of favor for many investors because of slumping prices. Almost a year after its chosen commodity investment manager shut down, CalSTRS, one of […]

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Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings

Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings

Just How Risky Is Your Portfolio? – Here Are Five Ways to Size Up Your Holdings, as reported in the WS Journal. U.S. stocks are expensive by historical standards and the market has been choppy since mid-September. Nervous? To figure out how much risk you’re exposed to, try looking at your portfolio from five different […]

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Where to Exit the Market Herd

Where to Exit the Market Herd

Editor’s Note: This article appeared in early January, 2015.  The timing and statements still appear true as of today  – – the date of publication. Where to Exit the Market Herd – Simon Constable Suggests Three Contrarian Investment Plays, as reported in the WS Journal. Going with the crowd might have helped in high school, […]

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Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come

Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come

Investing for the Long Term – How to Play Trends That Will Move Markets for Years to Come, as reported in the WS Journal. Investors often try to profit by betting on short- and medium-term shifts in stocks and bonds. But the real money comes from anticipating long-term trends, the kinds of changes that take […]

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10 things investors won’t tell you

10 things investors won’t tell you

10 things investors won’t tell you, as reported in the WS Journal. 1. We have no idea what we’re doing… Over the last four decades, the 401(k) plan has replaced the pension as the main form of retirement plan. About 31% of workers had so-called defined contribution retirement plans in 2008, up from just 8% […]

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Four Indicators of a Promising Stock

Four Indicators of a Promising Stock

Four Indicators of a Promising Stock, as reported in the WS Journal.  There’s no one checklist that can tell whether a stock is attractive. That’s because stocks represent part ownership in businesses as different as egg farming and semiconductor etching. However, there are signs that bode well for any stock. Below are four. They aren’t […]

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Simple, Bedrock Rules on Personal Finance

Simple, Bedrock Rules on Personal Finance

Simple, Bedrock Rules on Personal Finance as reported in the WS Journal.  Smart money moves aren’t more complicated than you think. They’re simpler.  Cut through all the jargon and pontificating and technical stuff, and everything you really need to know about personal finance fits into less than 1,000 words—no more than three to four minutes. […]

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Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market

Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market

Will Funds Outperform in 2015? – A Few Investment Lessons From Last Year’s Market, as reported in the WS Journal. As 2015 gets under way, most on Wall Street expect the nearly six-year-old bull market for stocks to keep running. And the long-awaited bear market for bonds seems to be on hold. For mutual-fund investors, […]

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What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil

What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil

What Professional Investors Expect in 2015 – Many Say the Key Factors Are Rates, the Dollar and Oil, as reported in the WS Journal. As we close the book on 2014, how should you tweak your portfolio for the year ahead? On the whole, the U.S. economy has been looking better of late. Financial experts […]

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Savings Strategies for Young People – When Your Earnings Are Meager, You Need a Plan

Savings Strategies for Young People – When Your Earnings Are Meager, You Need a Plan

Savings Strategies for Young People – When Your Earnings Are Meager, You Need a Plan, as reported in the WS Journal. Tatum Lindsay knows she should be saving, but she’s not quite sure where to start. The 22-year-old interned at Harvard Law School’s online-education outfit and worked as a writer on a contract basis with […]

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End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too

End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too

End of the Road for ‘Investing Basics’ – I’ve Learned a Lot, and Hope Readers Have Too, as reported in the WS Journal. Three years ago, I was asked to provide sensible advice on a variety of investing topics in a new column for The Wall Street Journal Sunday. We called it Investing Basics. Sometimes […]

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Western Digital’s Competitive Drives

Western Digital’s Competitive Drives

Western Digital’s Competitive Drives, With a Low P/E and a Wild Card in China, It Could Have 40% Upside, Some say, as reported in the WS Journal. Shares in disk-drive maker Western Digital WDC +1.20% (WDC) have fallen 7.4% in the past month, versus a 2.4% decline for the S&P 500 index. Shares of Campbell Soup, CPB +0.47% meanwhile, have gained a smidgen. […]

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How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year

How to Keep Your Portfolio on Track – Thirty-One Rules to Guide Your Investments This Year, as reported in the WS Journal. Looking to improve your money management in 2015? Here are 31 rules for the financial road ahead. They’re excerpted from the “ Jonathan Clements Money Guide 2015,” which covers financial topics from retirement […]

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White Calls For Tighter Rules On Fund Managers

White Calls For Tighter Rules On Fund Managers

The SEC is working on a set of reforms intended to lessen the asset management industry’s risk and limit the likelihood that a market downturn could trigger a broader financial crisis. The initiatives are a response to the asset management industry’s massive growth and the expanding range of investments fund managers hold. SEC Chair Mary […]

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Luxury Hotelier Belmond Offers Upside – Geopolitical Setbacks Could Offer Opportunity for Investors

Luxury Hotelier Belmond Offers Upside – Geopolitical Setbacks Could Offer Opportunity for Investors

Luxury Hotelier Belmond Offers Upside – Geopolitical Setbacks Could Offer Opportunity for Investors, as reported in the WS Journal. Belmond , the operator of 35 luxury hotels around the world, is cleaning up its act. Led by Chief Executive John Scott, who joined in November 2012, Belmond (BEL) is trying to unlock the potential of its […]

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Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence – Two Investment Rules to Help Do That

Structure Your Portfolio for Turbulence -Two Investment Rules to Help Do That, as reported in the WS Journal. As we struggle with yet another bout of stock-market turbulence, keep two investment rules in mind: No. 1: Never trade based on a market forecast. No. 2: Design your portfolio so that short-term results don’t matter. With […]

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The Downside to Stock Buybacks – There Could Be Better Uses for the Money

The Downside to Stock Buybacks – There Could Be Better Uses for the Money

The Downside to Stock Buybacks – There Could Be Better Uses for the Money, as reported in the WS Journal. Companies have been enthusiastically buying back their own shares. But is that really a bullish sign? In the past decade, American corporations have repurchased stock at about the same pace as they’ve issued new shares. […]

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How Cheap Oil Complicates Investing While Retail Stocks Benefit, Others Take It on the Chin

How Cheap Oil Complicates Investing While Retail Stocks Benefit, Others Take It on the Chin

As reported in the WS Journal,”How Cheap Oil Complicates Investing – While Retail Stocks Benefit, Others Take It on the Chin.” For most Americans, this year’s sudden collapse of oil prices appears to be unqualified good news. Oil prices have dropped 45% since June, amid surging output from U.S. shale fields, strong Saudi Arabian production […]

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Ventas Bets Big on an Aging Population – Some Think the REIT Could Surge 30% in Coming 12 Months

Ventas Bets Big on an Aging Population – Some Think the REIT Could Surge 30% in Coming 12 Months

Ventas Bets Big on an Aging Population – Some Think the REIT Could Surge 30% in Coming 12 Months, as reported in the WS Journal. Ventas, one of the nation’s biggest health-care real estate investment trusts, or REITs, offers the prospect of solid growth and steady dividend gains. The Chicago-based concern boasts a market value […]

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Meet Paul Raymond

Meet Paul Raymond

Mr. Raymond is a sought after speaker in tax controversy law by many attorney, accountant, and business groups and at the request of the Internal Revenue Service, has presented programs at the IRS Nationwide Tax Forum, attended by tax professionals throughout the United States.

Additionally, he continues to be an active member in the Section of Taxation, American Bar Association, where he was the Past Chair of the Employment Taxes Committee.

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Member CA Bar Member Orange County Bar US Tax Court Attorney