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Investing

Investing blogs capture how we think about the latest market moves, what we think the biggest trends of the future will be, and what you should expect from different types of investment options. These blogs are a combination of education and our professional opinion.

12 07, 2022

How Attractive are Markets this Year After one of the Worst Starts on Record?

By |2022-07-13T16:14:17+00:00July 12th, 2022|Economics, Investing|0 Comments

As you no doubt have heard, the US and world economy is in a tough place right now. Unprecedented government stimulus from the COVID crisis, lingering supply chain disruptions, and the war in Ukraine have all contributed to an inflation rate rising to the highest levels we've seen in decades. [...]

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1 02, 2022

Beware Target Retirement Funds in Non-Retirement Accounts

By |2022-02-02T21:04:34+00:00February 1st, 2022|Investing, Tax Management|0 Comments

Over the last couple decades target retirement funds have emerged as the go-to investment solution for individual investors in 401(k) plans and other retirement accounts. As most readers will be familiar, these funds generally have a year in their name that is supposed to correspond to the cohort of investors [...]

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21 09, 2021

Singularity or Stagnation? Economic Growth in the 21st Century

By |2021-09-22T21:41:31+00:00September 21st, 2021|Economics, Investing|0 Comments

Economic growth has been kind of weird lately. We've just lived through the greatest economic crash followed by the strongest recovery on record. US Real GDP QoQ data by YCharts But this temporary blip, caused obviously by the coronavirus pandemic, speaks to the wide range of possibilities under serious consideration [...]

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29 06, 2021

A Comprehensive Guide to Managing Your Concentrated Vested Stock for Taxes and Risk

By |2021-07-22T18:56:50+00:00June 29th, 2021|Concentrated Investments, Financial Planning, Investing, Tax Management|0 Comments

If you currently work or have worked for a tech company then it is very likely you have managed to accumulate vested stock. You may even have a large, highly appreciated, and concentrated vested stock holding. If so, this portion of your portfolio probably has done really well for you [...]

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15 03, 2021

Tax-Loss Harvesting: Beyond the Basics Tax Minimization Strategy

By |2021-12-17T18:30:38+00:00March 15th, 2021|Concentrated Investments, Financial Planning, Investing, Tax Management|0 Comments

Tax-loss harvesting is a tax minimization strategy that is often used to offset some capital gains at the end of the year. In a more professional portfolio, it is used to take the sting out of taxes generated from rebalancing. Many people believe they are properly tax-loss harvesting, but in [...]

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