S&P500–going for another date/price match between 2004 and 2010?

The surprising date / value  / normalized volume correlation on the S&P 500 between 2004 and 2010 continues, with the 3rd of March SPY closings only differing by 3%.   If 2010 continues to track 2004 then we should see an ongoing ramp in trading volume, with a 30 day moving average of around 300 million shares per day on SPY, compared to the current run rate …

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Investing ideas for March: Oil, SPY, Dividend capture, VIX

Looking forward to some possibilities in March: Oil (EFT USO) — I’m bearish right now at 38.  I will probably jump back in with covered calls if it drops to the 36 range. . SPY —  I’m bearish now.   Will probably jump back in with covered calls if  SPY drops to around 106. . Monday March 1  —  Ex-dividend date for most ETFs with monthly distributions …

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Ex-Dividend Info: Alerian, iShares, PIMCO, Schwab, & SPDR ETFs

Below I have provided links to the 2021 website links for dividend distribution schedules for various Exchange Traded Product (ETP) providers.  For historical dividend information, I recommend the Dividend Investor site. Alerian website link for dividend declaration, ex-dividend, record, and distribution dates (Fund Distributions, Current Year) Invesco website link with ex-dividend and pay information.  iShares website link 1 , website link 2 for ex-dividend and pay …

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Twists and turns in converting a traditional IRA to a Roth

The change of the tax laws to allow everyone to convert their traditional IRAs into ROTH IRAs in 2010 was a nice present to the tax advisor community.  The issues with this one were nearly enough to make even me, a die hard do-it-yourselfer, seek professional advice.   Instead of paying for advice, I called the IRS.  The woman I talked to in the IRA department was …

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