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Is Tax-Loss Harvesting Worth it?
November 28, 2022
Tax-loss harvesting is undoubtedly worth the effort in most cases (but not all). If done correctly, tax-loss harvesting can lead to higher overall portfolio…Read More
The 4 Best Ways To Budget That Actually Works
November 22, 2022
Whether you make $100K/year or $1MM/year, you likely need a budget. We have worked will all different types of individuals, each with their own…Read More
A Turning Point
November 14, 2022
Stock markets staged a massive rally last week on the news that inflation figures softened during October. The S&P 500 was up 5.9%, and…Read More
Facebook Gets Dragged
November 4, 2022
There is a reason why you shouldn’t buy high-flying stocks, and Meta (Facebook’s parent company) is the latest example of why. …Read More
We Think Inflation Will Fall
October 31, 2022
Inflation levels in the U.S. have the potential to fall sooner than most expect as money supply growth, shipping costs, housing, and commodity prices…Read More
Is Gold A Great Inflation Hedge?
October 24, 2022
Many people lately are talking about gold as an effective hedge against inflation. After all, gold is often touted as an inflation-protected safe-haven asset…Read More
The Investor’s 4 Deadly Sins
October 17, 2022
During times like this, I often look at historical charts and read old books to help put our current environment into context. During volatility…Read More
King Dollar Is Back
October 10, 2022
If you haven’t heard, the U.S. Dollar is having a banner year. It is up 18% year-to-date, while almost every other global currency is…Read More
Are We In A Recession?
October 4, 2022
Just about everybody I know is bearish. Money managers, clients, business owners, and others are all confident that a recession is inevitable. …Read More