Dec
22
2021
How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean?
What Is Evidence-Based Investing?
Evidence-based investors build and manage their portfolio based on...
Nov
23
2021
Believe it or not, another year has rounded third base, and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021, while positioning yourself to score more in the year ahead....
Nov
05
2021
Recognition for your work should be a celebrated achievement. Especially in a community filled with talented professionals that strive to be the best in their respective fields. When people search for financial advice, they look for a respected firm...
Oct
20
2021
In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live—and what does it cost to buy,...
Oct
14
2021
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to...
Sep
14
2021
In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing.
But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves....
Sep
09
2021
In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning.
It’s one...
Sep
01
2021
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little...
Jul
22
2021
You’re probably already familiar with the three most important factors in real estate: location, location, and location. Asset location is a similarly important, if less familiar best practice for keeping as much of your wealth as possible – after...
Jun
30
2021
In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking...
