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
Podcast
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
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