Category Archives: Uncategorized

Uncertainty is inherent when investing, and that uncertainty is loudest in the short-term. It seems like there is always something to be afraid of, or a new opportunity to get in front of. Whatever it is, many investors try and act at the perfect time to either protect their portfolio against risks, or to getContinue reading “Ride the Wave”

Investing can be a be a powerful tool to aid your financial plan. Think of it as a disciplined savings strategy, not something to make you rich overnight- looking at you, Robinhood traders. Don’t overthink it and keep it simple for the best results. The data shows that trying to pick the best stocks doesn’tContinue reading “Just Buy Everything”

Sell your losers to boost net returns and reduce your capital gains tax liability Tax loss harvesting should go in coordination with rebalancing your portfolio. The idea is very simple – sell the investments you’re currently losing money on to offset your current tax liability or future tax liability. The taxes we’re talking about hereContinue reading “Losses Can Be Good”

Once a quarter, tend to your portfolio and rebalance to your target allocation You’ve heard the age old advice to buy and hold your investments, remain diversified, and to dollar cost average with every paycheck to invest more. That’s all fine and dandy but even a passive portfolio requires upkeep and maintenance. Maybe you’ve decidedContinue reading “Time to Trade”

While everyone’s financial plan differs in some way, we’re still united by the common goal of growing our net worth so that we have enough capital to fuel the lifestyle we’ve planned for. Assuming you have excess cash flow net of day to day lifestyle expenses and commitments, there are only three things you canContinue reading “Savings vs Debt vs Investing”