Tax-Loss Harvesting: From ETFs to Direct Indexing
Minimizing your taxable portfolio’s capital gains is an important part of portfolio management and retirement planning. Short-term gains (positions held for one year or less) ...
Recent Articles
Your Money This Week (8/21/26): Rising Bond Yields Are a Problem
In Your Money This Week, bond yields are rising and that's a problem. Using the 10 Year Treasury, they've risen from a Covid-era low of ...
Your Money This Week (8/14/26): Fixing Social Security and Your Weekly Reads
In Your Money This Week, Andrew and I took a short break from weekly market recaps and economic data to fix a problem plaguing anyone ...
When to Sell Your Business: Economic Timing Matters
Something I’ve learned as a financial advisor working with business owners is that the decision of when to sell your business should factor in the ...
Your Money This Week (8/7/26): Strong Markets, Confusing Economic Data, Bad Investor Mistakes
In Your Money This Week… Stocks had a strong week, with gains across U.S. large caps, small caps, developed international stocks, and emerging markets, while ...
How to Recreate Your Paycheck in Retirement
Table of Contents The Longevity ChallengeThe 4% Rule: Your Starting PointThe Retirement SmileInvesting Well Is Simple, But Not EasyThe Mistakes That Derail RetirementThe Tax PiecePutting ...
Best Presidential Biographies
Table of Contents George WashingtonJohn AdamsThomas JeffersonJames MadisonJames MonroeJohn Quincy AdamsAndrew JacksonMartin Van BurenWilliam Henry HarrisonJohn TylerJames PolkZachary TaylorMillard FilmoreFranklin PierceJames BuchananAbraham LincolnAndrew JohnsonUlysses GrantRutherford ...
Your Money This Week (7/31/26): The Fed Holds, Yields Rise, and the Market Broadens
In Your Money This Week… The Fed met and left interest rates unchanged. Markets had priced in only about a 30% chance of a rate ...
Weekly Reads: A Portfolio Checkup, Retirement Tax Planning, and Navigating AI
These Simple Portfolio Checks Could Save You From Costly Mistakes by Morningstar A midyear portfolio review helps investors identify issues while there is still time ...
Weekly Reads: Housing, Bull & Bear Case for Stocks, Avoiding the Big Mistake
The Mind Game That Investors Can’t Stop Playing by The Wall Street Journal Bitcoin ETF's provide the latest example that investors chase performance to their ...
Wednesday Reading List: Concentrated Stock Strategies and Retirement Tax Planning
This Week's Takeaways: Self-insuring for long-term care works best when you designate and invest a specific pool of assets to provide growth, liquidity, and tax-efficient ...
Stock Investing Mistakes
Table of Contents Investing is as Easy as Losing WeightFAQs About Stock Investing Mistakes You can get wealthy through disciplined investing and avoiding common stock ...