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Roughly 1 out of every 6 dollars in the Textron Savings Plan sits in the Textron Stock Fund, and most people holding it never chose to buy it. Net unrealized appreciation can change how that stock gets taxed, splitting it into cost basis taxed as ordinary income now and appreciation taxed as a long term capital gain later. The election is permanent, and rolling the shares into an IRA first generally ends it. Here is what has to happen, and when a full rollover is still the be

Warren Buffett was buying stocks in October 2008 while the headlines were still awful. He did not know the bottom. He understood that waiting for certainty can make the opportunity disappear.

The market hitting a new high does not automatically mean it is about to crash. Here is how retirees should think about short term money, long term money, and market headlines.

A good investment can’t fix the wrong portfolio mix. Before Wichita investors near retirement chase another fund or stock, they need to know how much belongs in stocks, bonds, cash, and other assets.

Some investments create value through earnings, rent, interest, or cash flow. Others only work if someone else pays more later. If you’re within 5 years of retirement, knowing the difference matters.