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Javier Simon on Muck Rack

Javier Simon

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Articles

How Is My Gold Taxed?

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By Javier Simon
| NTD Television Verified
Gold glimmered into 2026, reaching an all-time high of $5,500 per ounce. And despite a summer slump, it’s back on track at around $4,600. That’s still a sharp spike from where the precious metal stood around this time in 2016 at about $1,300. And with more news of economic and geopolitical uncertainty, many investors keep flocking to gold as a safe haven. But with all that glitters, some investors may not be paying attention to a very important question: How is my gold taxed?
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How to Manage Concentrated Stock Positions

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By Javier Simon
| The Epoch Times
With today’s hottest companies having seen meteoric rises in the past few years, you may find yourself heavily invested in one. Or your portfolio may have heavy exposure to a single stock because you received shares as part of your company’s compensation package or an inheritance. In any case, such scenarios can lead to what’s called a concentrated stock position. Generally speaking, this is when a single stock accounts for 10 percent to 20 percent of your portfolio.
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The Pros and Cons of Payable-on-Death and Transfer-on-Death Accounts

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By Javier Simon
| The Epoch Times
A payable-on-death (POD) or transfer-on-death (TOD) designation allows assets in common types of financial accounts to easily pass on to heirs upon death of the account holder. Both POD and TOD designations bypass the often lengthy and costly process of probate, and they’re often relatively easy and free to set up. However, they have their drawbacks. For instance, POD and TOD accounts don’t allow you to set any conditions or restrictions.
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