Five Common Investor Errors


NUMEROLOGY
Chasing returns on exotic foreign investments while ignoring growth opportunities in U.S. markets. Many portfolios today are dangerously overloaded with international investments.

Rushing to invest in real estate. If there is a real estate bubble, investors who are over-concentrated and poorly diversified will suffer the most.

Treating hot investment alternatives such as hedge funds or private equity accounts as though they were legitimate asset classes. They arent.

Taking a short-term view of tax avoidance by buying products that ultimately dont end up reducing their tax bill.

Ignoring the true costs of owning an investment. In a flat market investors will have a hard time recouping fees and expenses to make a profit.

Source: Zero Alpha Group, www.zeroalphagroup.com , 2005.

SPONSORED REPORT

Keeping client information safe in an age of scams and security threats

A look at the Dirty Dozen tax scams and ways to protect taxpayer information.

TECHNOLOGY Q&A

How to create maps in Excel 2016

Microsoft Excel 2016 has two new mapping capabilities. J. Carlton Collins, CPA, demonstrates how to make masterful 2D and 3D maps in Excel 2016.

QUIZ

News quiz: IRS enforcement, a hot job, and audit value

The IRS’s 2016 Data Book, a “hot job” of particular interest at this time of year, and insight into how executive and audit committees view the insights from financial statement audits received attention recently. See how much you know with this short quiz.