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Tom Roseen Quotes
«They are the people who have the ability to do asset allocation and diversify for us.»
Author: Tom Roseen
«The tax drag is just a really big issue. People just don't have it on their radar screen yet and they really should.»
Author: Tom Roseen
«It's the magnitude of changes people are concerned about. If the Fed decides to tighten more aggressively, both in time frame and in magnitude, that could put a strain on the market as a whole.»
Author: Tom Roseen
«People are saying, 'Okay, I'm ready to go play in the equity markets again.»
Author: Tom Roseen
«If managers find a diamond in the rough, good research pays off.»
Author: Tom Roseen
«This is an area where people can look for current income, especially when they're in the upper tax brackets.»
Author: Tom Roseen
«Concerns have been expressed by individuals associated with the charter schools that this project to open a high school may result in some sort of retaliatory action either by your board or district staff. These charter schools currently enjoy a good working relationship with the district, and we hope you join us in assuring them everything will be done to maintain that relationship without fear of retribution.»
Author: Tom Roseen
«Some of these funds are pretty good.»
Author: Tom Roseen
«Next year, I think the average equity fund will lose 1.5 (percentage points) of its return to taxes. If you don't like investing in funds that have an above-average expense ratio, I'm not sure why you'd want a fund with an above-average tax burden, at least not for an account where taxes are going to matter.»
Author: Tom Roseen