Published Thu, 11 Apr 2019 12:48:33 -0400 on Seeking Alpha
Is it just me, or does everybody love Tax Season?
I can think nothing I love more than searching for useless pieces of paper that help the government interpret how much money I owe. Nonetheless, taxes are a necessary evil and I'll consider it a reasonable price for the privilege of living in such a wonderful country.
Now that I put my two cents in, this is the time of year where John and Jane get to interpret the impact of their income, investments, and any other taxable events for the year. Fortunately for them, I take taxes quite seriously because poor stewardship/planning can result in major taxable events that can really leave an individual with a bad taste in their mouth. For example, when both John and Jane were working, they reached a point where they could no longer contribute to their Roth IRAs because they made more than the contribution limits allowed. At the same time, John and Jane's financial advisor failed to let them know that they could still contribute to their traditional IRAs. In failing to do this, John and Jane missed two full years of potential contributions that could've at least lowered/reduced their taxable liability.
2018 was a year full of changes as we converted John and Jane's Taxable Portfolio from the mutual fund-based portfolio to one that is more focused on dividend stocks, floating rate loans/debt securities, and fixed income investments primarily consisting of certificates of deposit (CDs). The capital gains associated with these mutual... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|NEW RESIDENTIAL INVESTMENT||14.48||17.4||0.83||2.00||14.14|
|TANGER FACTORY OUTLET CENTERS||14.55||18.9||0.77||1.42||9.94|
|ARBOR REALTY TRUST||12.48||8.9||1.40||1.16||9.25|
|WESTLAKE CHEMICAL PARTNERS LP||21.56||13.5||1.60||1.83||8.53|
|BUCKEYE PARTNERS LP||41.10||0.0||-0.63||3.00||7.30|
|HELMERICH & PAYNE||39.04||0.0||-0.68||2.84||7.29|
|SIMON PROPERTY GROUP||148.70||19.9||7.48||8.40||5.69|
|WP CAREY & CO||88.66||31.3||2.83||4.14||4.68|
|WASHINGTON TRUST BANCORP||45.62||11.5||3.98||2.04||4.33|
|OLD REPUBLIC INTERNATIONAL||22.80||9.2||2.48||0.80||3.64|
|JOHNSON CONTROLS INTERNATIONAL||42.13||6.4||6.57||1.04||2.45|
|AIR PRODUCTS & CHEMICALS||220.64||28.6||7.72||4.64||2.03|
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