Archive for the ‘@Fairmark’ Category

ETFs and Wash Sales

Wednesday, December 15th, 2010

We’re quoted in this article on CNBC.com discussing the use of exchange-traded funds (ETFs) to restore balance in a portfolio during the 31-day waiting period to avoid a wash sale following a stock loss.

Note: Right here of Fairmark.com you’ll find a complete guide to all aspects of the wash sale rule.

Other voices

Thursday, December 2nd, 2010

Both were kind enough to mention resources available here at Fairmark.com.

WSJ Quotes Our Author

Monday, November 1st, 2010

Today’s Wall Street Journal quotes Kaye Thomas, Fairmark.com’s author, in an article on tax loss harvesting. His expertise was requested on the question of when different securities, and in particular, different ETFs, might be considered substantially identical for purposes of the wash sale rule.

That Thing on Kindle

Tuesday, August 3rd, 2010

We’re pleased to announce that our book on principles of investing, That Thing Rich People Do: Required Reading for Investors, is now available in a Kindle edition for just $6.95. Don’t have a Kindle? No problem, Amazon.com offers free apps that let you read Kindle books on many devices including a PC, Mac, iPad, iPhone or Android. Everything you really need to know about investing is packed into this short, readable book that’s now available for less than the average cost of a movie ticket.

Recommending “That Thing”

Friday, July 16th, 2010

In response to a question about how recent college graduates can learn about investing, Money Magazine recommends our book That Thing Rich People Do as a book that “inform[s] you about investing principles.”

Free Copy of “That Thing”

Sunday, July 11th, 2010

For an opportunity to win a free copy of our new book on investing, That Thing Rich People Do, read a review of the book and details of the giveaway on the website Engineer Your Finances. And while you’re there, poke around the website for an interesting perspective on personal finance.

Reviews for “That Thing”

Saturday, June 26th, 2010

Our book on investing, That Thing Rich People Do, continues to attract favorable reviews:

The Wild Investor says the book “does a great job of covering the basic foundation of investing and acting as the textbook to growing your money” and offers “the easiest way to learn how to build wealth.”

Stockerblog — The Stock Market Blog likes that it is “written with lots of humor to keep the reader interested” and offers rules for succes that “anyone can follow,” and says the book “would make a great gift.”

Personal Finance Firewall offered a free copy of the book to its readers and it turned into their most successful giveaway.

Friday Wrapup

Friday, June 18th, 2010

It’s been a busy week in the world of taxes and investing. Here’s a wrapup of happenings in Congress, guidance from the IRS, and what’s going on here at Fairmark.com. (more…)

Win a Free Copy

Wednesday, June 9th, 2010

Jesse Michelsen, a young computer technician (and husband and father) blogs about money at a fine website called Personal Finance Firewall. He was kind enough to review our new book, That Thing Rich People Do, and he’s giving away a copy to an individual randomly selected from among those who respond to his request for comments on retirement planning at the end of the review. Take a look and you may win a free copy of our book while introducing yourself to an interesting blog.

Just Bragging

Tuesday, June 8th, 2010

The Midwest Book Review, a respected independent reviewer, has given a five-star review to our new book on investing, That Thing Rich People Do, calling it “a top pick for any aiming to get money and keep it.” The full review is posted at Amazon.com.