Hear Kevin Kroskey, CFP®, MBA discuss how the TALS strategy adds unique sources of returns to your portfolio outside of traditional stocks and bonds. Continue reading
Part 3: The Long and Short on Tax-Aware, Long-Short (TALS) Investing
Podcast
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
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
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
