Part 2: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
Have a sizable brokerage account? Have unrealized capital gains? Pay income taxes at the highest rates? Want to pay your fair share but no more? If so, this is an episode not to miss. Continue reading
The Shrinking Number of Stocks in the Stock Market
The U.S. stock market has long been a cornerstone of American capitalism, allowing companies to raise capital and gain visibility. Recently, however, there’s been a decline in the number of publicly traded companies, with many businesses opting to stay private. … Continue reading
Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
For successful investors and high-income earners, this is an episode not to miss… Continue reading
S&P 500 or Die? A Case For Diversification
Is diversification dead? Over the last decade, putting all your eggs in the S&P 500 basket has outperformed diversified strategies. Continue reading
How to Incorporate Emergency Savings into Your Financial Plan
Building a financial plan requires more than thinking about long-term goals. While investments and retirement accounts are critical, emergency savings should be an important part of your strategy. Unexpected expenses are inevitable, and preparation helps prevent your financial plan from … Continue reading
Understanding the Role of an Executor in Your Estate Plan
Estate planning ensures your wishes are carried out when you can no longer do so. One crucial component of this process is selecting an executor. This decision requires careful thought. Let’s explore the key roles and duties an executor will … Continue reading
Upcoming Tax Changes and How You Should Plan for Them
The clock is ticking on the 2017 Tax Cuts, and big changes are looming. Hear Tyler Emrick, CFA®, CFP®, break down the complexities of the 2017 Tax Cuts and Jobs Act and its upcoming expiration in 2025 Continue reading
Tax-Aware Investing in Practice
Tax-aware investing means you can have your cake and eat it too. As I set out in the previous two articles, using a combination of long and short positions in your portfolio lets you pursue positive returns while lowering your tax bill. Below are two common situations where tax-aware investing can really make a difference. Continue reading
The Key to Tax-Aware Investing
A well-chosen long-short portfolio can help realize significant tax benefits increase your expected portfolio return, combing to increase your after-tax wealth. Continue reading
Is the Fear of Running Out of Money in Retirement Overblown?
Hear Tyler Emrick, CFA®, CFP®, discuss why non-retirees may be more fearful than needed, the role of Social Security, and how age-based spending patterns contribute to the relative success of sustaining a retirement lifestyle. Continue reading
