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....
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...
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...
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...
What Is Inflation?
Inflation is the rate at which a currency loses its purchasing power as prices increase over time. So, say a cup of coffee cost $1.00 twenty years ago. If the average annual inflation rate had been 2%...
By David Booth, Executive Chairman and Founder
Early in my career, I was lucky enough to work on one of the first index funds. It was an incredibly exciting time, because before that the only equity option for investors was to...
The American Rescue Plan Act of 2021 is now a done deal. Among the items of greatest interest to most Americans is a third round of stimulus checks—or IRS “recovery rebates”—of up to $1,400 for every “eligible individual.”
That’s the quick take. But what’s...
It’s hard to scan the financial headlines these days and not spot at least one call to action related to Bitcoin’s latest moves. Has all the attention given you cryptocurrency fever, or are you at least wondering what it’s...
“You can’t invest without trading, but you can trade without investing. … hinking you’re investing when all you’re doing is trading is like trying to run a marathon by doing 26 one-mile sprints right after the other.” — Jason Zweig
Are...
In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment tools, you may wonder whether you still need a living, breathing financial adviser.
You do.
But with a twist. First, we need to redefine traditional financial advice – the kind that’s been...
