The Wealth Fix Newsletter

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…

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…

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…

There is a reason why you shouldn’t buy high-flying stocks, and Meta (Facebook’s parent company) is the latest example of why.  …

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…

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…

During times like this, I often look at historical charts and read old books to help put our current environment into context. During volatility…

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…

Just about everybody I know is bearish. Money managers, clients, business owners, and others are all confident that a recession is inevitable. …