First, as noted above, the change in the inflation rate explains 76% of the variance in the rate of stock price appreciation, but that leaves 24% to be determined by assorted other factors.
In summary, CXO Advisory Group found no connection between the maximum U.S. capital gains tax rate and U.S. stock market returns, and no relationship between changes in the maximum capital gains rate and stock returns.
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One way to preserve capital or at least to lose it at a slower rate than investing in the broad stock market during downturns is to hold securities that pay reliable income.
"Stock options in Spain are taxed at an absurd rate, " says Marcel Rafart of VCs Nauta Capital.
Global investors are piling into Japan at the fastest rate in several years, sending the stock market up 5.8% last week.
Global investors are piling into Japan at the fastest rate in several years, sending the stock market up 5.8% last week to a post-financial-crisis high as the yen extended its slide.
Global investors are piling into Japan at the fastest rate in several years, sending the stock market up 5.8% this past week to a post-financial-crisis high as the yen extended its slide.
If this is indeed a global trend, then the longer-term inflation implications are huge but investors should also realize that a gradual rise in the rate of inflation is bullish for the stock market.
And don't forget that the ObamaCare investment income tax surcharge of 3.8% also begins in 2013, so stock owners are going to be happy to hear that the new dividend tax rate could be 48% in the name of tax fairness.
This is not just a function of the jobless rate, the destruction of wealth in the stock market and the depression in low and middle priced housing.
It may be better to cash out the stock portion than to roll it into an IRA, since gains in employer stock are taxed at the lower federal capital gains rate, which now tops out at 15%.
Oftentimes news of a falling dollar and wider deficits will spark a stock rally, and the issues barely rate a mention in a presidential debate.
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Shares of the aging discounter are essentially unchanged from where they were five years ago, meaning that an investor who bought the stock in July 2002 has made an approximate 1% return, the rate of Wal-Mart's dividend yield.
Here's why: If you stash all your stock in an IRA rollover, you will be taxed at your income tax rate when you start pulling the money out at retirement.
But Apollo has two other strikes against it: It relies heavily on stock options to compensate employees, and it enjoyed a reduction in its tax rate in 2001, a source of earnings growth that is unlikely to last forever.
If you buy preferred stock that is in fact trust preferred then you'll pay the higher tax rate.
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Reducing the budget deficit would increase the rate of growth in the economy, increase corporate profits, buttress the stock market.
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Data from the General Social Survey, for instance, shows businesses with employee stock plans laid off workers at a rate of just 2.6% in 2010, compared with 12.1% at companies without such plans.
Americans woke up Tuesday morning to word that the Federal Reserve had issued its biggest rate cut in 23 years to help stave off a rough open to the stock market on the heels of overseas losses Monday.
Stock markets, which rallied on Tuesday, rose in the aftermath of the decision, while the rate on 10-year Treasuries slid to 1.65% and gold inched up.
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On Wednesday investors in the region fled equities following confirmation of the rate hike, dragging down Europe's main stock-market indexes, which were on average 1.9% lower in afternoon trading.
Both analysts, however, agree on one thing: They both rate shares in South San Francisco-based Genentech "outperform, " even though the stock traded at a whopping 53 times Chao's 2005 earnings-per-share forecast.
In a typical Yorkville investment, Angelo would make a loan to a smallish company in return for a note that carried a fixed interest rate that could also be converted into discounted stock.
In exchange for the stock the grantor takes back a promissory note, again bearing a government-specified rate of interest (currently less than 1% for a nine-year note) that locks the value of the stock in at the time of the transfer.
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It could be a good time to sell shares of stock or funds that have gone up in value and pay the current 10% or 15% rate instead of the 20% rate that the capital gains tax is scheduled to go up to.
Stock option gains in Germany when exercised are still taxed as ordinary income, but at least the top rate is coming down.
But if you would have invested in a regular stock mutual fund, a lot of those earnings would have been taxed at the lower capital gains rate (currently 0-15%).
Achieving that objective would represent disinflation from an already low rate (2.6% in the 2000s), something that has been associated historically with declining stock prices.
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