Tax Q&A: When It’s Good to be a Loser
Investment losses are not always a bad thing. When securities are sold at a loss, those losses can be used to offset capital gains and reduce your tax liability, a practice known as “tax loss harvesting.”
Posts by Sue Thompson
Seeking Yield: Sue Shares Advisor Insights (Audio)
iShares Managing Director Sue Thompson attended the 2011 Morningstar ETF Invest Conference in September, where she participated in an ETF industry roundtable. With permission from Morningstar, we are bringing you snippets from the roundtable in our…
Tools to Use to Calculate College Savings
Now that you know the benefits of saving for college in a 529 plan, how to use 529 plans to fund educational bucket-list trips and different strategies for cutting the tuition bill, you may be wondering how much you need to save in the first…
Jet Set iPad – Sue’s Favorite Apps for the Road (Video)
iShares Managing Director Sue Thompson has to travel frequently for her job. Listen as she explains which iPad apps she uses while up in the air to keep up-to-date on the latest news and prepare for client meetings. Also, be sure to check out the…
The Public Incentive | Saving Thousands on College Tuition
I recently wrote a blog highlighting a relatively unknown fact about 529 savings plans: They can be used to fund educational dream trips. With school back in session and many parents wondering how to save on the ever rising cost of college, I…
3 ways to improve 401(k) plans
Like most of my fellow baby boomers and younger counterparts, I don’t have a pension. And with the government facing tough questions about what to cut to get its fiscal house in order, I can’t count on Social Security benefits funding my entire…
Video: Lessons from a Portfolio Manager
Would you be surprised to learn that an institutional portfolio manager recommends resources such as Investopedia and InvestingInBonds.com? iShares Managing Director Sue Thompson recently sat down with Head of iShares Fixed Income Portfolio…
Video: Sue’s Favorite Financial iPad Apps
iShares Managing Director Sue Thompson takes a break from her search for a financial advisor to review her picks for financial iPad apps. What are your favorite apps for keeping up with the market? In other “cool app news”, check out the…
A Tax-Advantaged Bucket List Trip
Years ago when my husband “the Pilot” was stationed in Italy, I visited him and immersed myself in Italian culture, spending one memorable night listening to opera under the stars in an ancient stone amphitheater. The country, which has such a…
Video: The Search for a Financial Advisor (Part 2: Discretionary or Non-Discretionary?)
iShares Managing Director Sue Thompson continues her search for a financial advisor. At this point in her quest, Sue and her husband (“the pilot”) debate whether an FA should take discretion of their assets. Find out what Sue’s…
