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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…

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4 Best Ways To Budget That Work

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…

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A TURNING POINT cover art

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…

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FACEBOOK GETS DRAGGED

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.  …

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COVER ART SHOWING THAT INFLATION WILL FALL

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…

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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…

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The Investors Four Deadly Sins

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…

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KING DOLLAR IS BACK

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…

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Are we in a recession

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. …

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