The Wealth Fix Newsletter
What is the Wealth Fix?
Ryan A. Hughes and Peter Campbell use the Wealth Fix brand to share their thoughts and opinions through their newsletter, YouTube channel, and podcast. They discuss all financial topics ranging from personal budgeting to economic policies. If you are looking for a fresh and keen perspective on all things finance, check it out!Check out the Wealth Fix
Should You Move Your Portfolio To High-Yielding Cash?
November 1, 2023
As interest rates have risen, so have yields on ‘safer’ investment options, such as bank deposits and ultra-short-term Treasuries (T-bills). An investor can easily…Read More
6 Smart Ways to Manage Concentrated Stock
August 16, 2023
So, you have a large position in a single stock. This stock represents 10%, 20%, or even more of your investment portfolio. Maybe you…Read More
Why You Need To Work With A True Fiduciary Financial Advisor
June 30, 2023
Is there a difference between a financial advisor, a financial consultant, and a wealth manager? What about a financial planner, a registered representative, and…Read More
Will Inflation Keep Falling?
June 20, 2023
Inflation rates have been falling recently, albeit slower than we would like. After record-high CPI readings in 2022, monthly readings have been declining for…Read More
If California Were A Country
June 8, 2023
If California were a country, it would immediately be a global force to be reckoned with. It is no secret that California is the…Read More
Panic Selling: The Invisible Threat to Your Portfolio
May 31, 2023
We are seeing a number of investors turn to fear and panic to take the wheel, guiding investors toward decisions that might not be…Read More
How Mega Backdoor Roth IRAs Work
May 19, 2023
Are you interested in a little-known strategy that could help you save up to $43,500 into a Roth IRA every year? This method is…Read More
Demystifying Asset Location
April 20, 2023
You may be familiar with the concept of asset location. It’s a tax planning strategy that can help you optimize your investment portfolio’s tax…Read More
Is Tax-Loss Harvesting Worth it?
April 18, 2023
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